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Fund boards need leading-edge analytics and insights to assess whether their funds are providing value to their investors. The FCA requires UK Fund Boards to review and evaluate their funds to ensure they provide value. Value is a multi-dimensional concept, and it is important not to jump to face-value conclusions.
Broadridge has a 30-year history of providing market-leading Board Reporting for its clients. Internally conducted Assessments of Value could face regulatory and investor scrutiny if the assessments are judged to be excessively subjective. Appointing an external advisor has the advantage of impartiality, with a higher likelihood of independence, giving the Assessments of Value greater weight and integrity.
With the extension of this service to the UK market with the Assessment of Value compliance requirements, we can partner with you to provide industry insights and thought leadership on the most challenging items related to Assessment of Value, including:
Below we demonstrate how Broadridge’s analytics can unpick the true value of a fund, empowering boards with the most rounded picture on which to make their judgement. Here we assess a large-cap, UK All Companies fund with a blended tilt. The initial conclusion of underperformance and high expenses is contextualized with other factors such as fund size, volatility and risk awareness. Broadridge can provide this full analytical view:
However, the story begins to change when Broadridge pulls in additional criteria—meaning that the board can really have a detailed discussion and analysis of the fund that goes beyond face value.
In conclusion, therefore, through Broadridge’s additional insights, it becomes clear that this fund is in fact providing value, in contrast to some of the initial impressions.
Let’s talk about what’s next for you
Contact UsOur representatives and specialists are ready with the solutions you need to advance your business.
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+1 800 353 0103 | North America |
+442075513000 | EMEA |
+65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
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+1 800 353 0103 | North America |
+442075513000 | EMEA |
+65 6438 1144 | APAC |