The FBC AoV Analyser takes stock of just how well UK authorised fund managers (AFMs) and their fund boards are delivering on the Assessment of Value reports. With some 40 reports – representing over 520 funds, and well over a thousand share classes – now published and housed in FBC’s AoV Report Bank for FBC members to view at their convenience, the Analyser provides a detailed analysis of these reports on a number of different criteria/factors includes amongst other things, AoV coverage, the remedies, as well as accountability, presentation and access.
Click on the image below to download our research note and discover emerging best practice in Assessment of Value reporting. FBC is also providing individual firms with a bespoke detailed analysis of their AoV reports, benchmarked against the rest of the industry’s reports published so far. To find out more, please contact us directly.