Wednesday webinar at one: Value for money - insights from the new report (Fully Booked)
Wed 20 Feb 19 at WEBINAR, Online

There is an increasing focus on value for money in the investment industry. In the UK and elsewhere, regulators and government have challenged financial services firms to demonstrate how they are delivering value to clients. 

CFA UK's Value for Money Working Group have authored a report that notes a lack of common understanding around VFM is inhibiting clarity and transparency. It calls for a clearer taxonomy around VFM and proposes a model framework for assessment that is designed to work for all funds with three main elements:

  • Costs and charges
  • Output, defined as risk and return
  • Quality and service

Lastly, the report emphasises the importance for asset managers of putting their client in central view. Each client has different needs and views of the value they wish to receive for their money. These can only be uncovered and targeted through an early and ongoing dialogue.

Andy Burton
Professionalism Advisor, CFA UK

Andy Burton is Professionalism Advisor at CFA UK and helped facilitate the research and production of the CFA UK’s Value for Money report. He previously led research, origination, business management and conduct risk functions of sell-side global debt capital markets businesses.

Jonathan Parker, CFA
Director, Redington

Jonathan has worked in the workplace pensions and savings industry for over 15 years. He is currently a director in Redington’s DC & Financial Wellbeing team as well as an independent trustee of the Aviva Master Trust.

Prior to these roles, Jonathan held senior positions in insurance (Head of Investment Strategy for Zurich Corporate Savings), consulting (senior consultant for Willis Towers Watson) and asset management (Head of EMEA DC for Dimensional Fund Advisors). He also founded his own consultancy business which worked with a variety of clients across the pensions industry. 

Jonathan is CFA charterholder (2005) and holds the Diploma in financial planning. He graduated from Bristol University with a BA (Hons) in ancient history.

When and where?

Wednesday 20 February 19

Registration: 12:55
Event: 13:00 - 19:00

WEBINAR, Link will be emailed closer to the time, Online
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Member - ££0
Non-member - ££20

This is eligible for 0.75 CPD hours