Published articles 2009
Professional Adviser - Consumer trends
Retail Investor trends - 2008 and 2009 have been two extremes for fund sales. In 2008, net retail sales were at their lowest since 1993, yet figures for 2009 so far are ahead of the total achieved for the whole of 2000, the highest year for retail sales.
Noreen Shah, Press Officer
December 2009
Financial Times - Letter to the Editor
Congratulations on your article "FSA problem reveals new "mis-selling" concerns". The Investment Management Association has long warned of the dangers of structured investment products.
Robert Jenkins, Chairman
November 2009
Financial Times - Letter to the Editor
Matthew Vincent raises the spectre of "hidden charges" in funds (Total Expenses Robbery, 31st October).
Richard Saunders, Chief Executive
November 2009
Money Marketing - Cost calcuations
What is a fair price - and how can you tell whether you have paid it? This debate has featured recently in the press in terms of investment products.
Ginny Broad, Head of Communication
November 2009
Professional Adviser - Trade body round up
October saw various reports claiming that retail investment funds are home to "large hidden charges". Instead of responding on impulse, we decided to do our own research and let the numbers speak for themselves.
Noreen Shah, Press Officer
October 2009
Money Marketing - Review round up
Having joined the Investment Management Association last month, I have been struck by the tremendous breadth of its activities.
Ginny Broad, Head of Communication
October 2009
Professional Adviser - Trade body round up
August lived up to its promise of being a less hectic time for the IMA compared to preceding and succeeding months. And, as anticipated, IMA wasted no time in rolling up its sleeves come September.
Noreen Shah, Press Officer
September 2009
Financial News - The Walker Review
Sir David Walker's 39 recommendations have been welcomed as a valuable contribution to the debate on corporate governance in the aftermath of the financial crisis.
Liz Murrall, Director of Corporate Governance and Reporting
August 2009
European Pensions - Asset Management under regulatory threat from the EU
One would have hoped that European policymakers would have had the wisdom to concentrate on the true causes of the financial crisis i.e. the banks, their business models and the way they have been regulated and supervised.
Jarkko Syyrilä, Director, International Relations
August 2009
Money Marketing - Confidence is starting to flow
Last month I mentioned the findings of IMA’s third Great British Investor Report – based on a survey of over 4000 retail investors in May - which suggested that investor confidence may be on the up.
Mona Patel, Head of Communication
August 2009
Professional Adviser - IMA update
IMA published its monthly statistics for May which showed net retail and net ISA sales were the highest recorded outside an ISA season since records began.
Mona Patel, Head of Communication
July 2009
Financial Times - Letter to the Editor
Your correspondents (FT, Friday 24th July, p9) have, I fear, fallen victim to silken Gallic persuasion.
Richard Saunders, Chief Executive
July 2009
Last month we released the initial findings of our third GB Investor Report based on an online survey of over 4,000 retail investors.
Mona Patel, Head of Communication
July 2009
FTfm - Be Careful What You Wish For
Money managers of the world listen up: the UK Government has identified the best way to manage money - a feat which has eluded the best brains in academia and the entire population of pensions advisors.
Robert Jenkins, Chairman
July 2009
Money Marketing - Third GB Investor Report initial findings
While it is too early to say whether or not the markets are on their way up in the short-term, there is some good news for the funds industry.
Mona Patel, Head of Communication
June 2009
Professional Adviser - IMA update
In April, the Budget brought to fruition the three years' work by the Government and IMA to reform the way UK funds are taxed, levelling the playing field with offshore fund jurisdictions.
Mona Patel, Head of Communication
June 2009
Citywire - Alternative Investment Fund Managers Directive
It is a curious thing that one of the responses of European policymakers to a banking crisis has been to regulate investment management.
Richard Saunders, Chief Executive
June 2009
FTfm Talking Head - AIFM Directive
The proposed Alternative Investment Fund Managers Directive, published by the European Commission in April, has generated outrage and indignation. Unfortunately, most of it is for completely the wrong reasons.
Richard Saunders, Chief Executive
May 2009
Money Marketing - Equity Fund Research
With all the hype over the last eighteen months about people not investing any longer and retail investment funds seeing more than their fair share of outflows it's time to take a long-term view.
Mona Patel, Head of Communication
May 2009
Money Marketing Commentary - Budget 2009
This year's Budget is bound to attract more attention than usual. All eyes will be on the size of the rabbits the Chancellor is going to have to pull out of the hat in order to help move the economy out of recession.
Mona Patel, Head of Communication
April 2009
Financial News - "Quelle Horreur - the French were Right"
Last Friday the great and the good gathered at the Queen Elizabeth Conference Centre to hear an all-star cast debating the Turner Review of regulation.
Robert Jenkins, Chairman
March 2009
Financial Times - How bad money drives out good
How is it that governments can encourage an AIG, Citigroup or RBS to dispose of their "non-core" businesses at current distressed market prices but do not insist that these same institutions dispose of their toxic waste at current distressed market prices?
Robert Jenkins, Chairman
February 2009
FTfm - Where was the Investor?
2008 was a banner year for banker bashing. Along with others, I lambasted the bonus building banking geniuses of our age and the alchemy with which they transformed junk into triple A rated paper.
Robert Jenkins, Chairman
January 2009