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Published articles 2010

Money Marketing column

PAIFs and TEFs?

As an investor I’d obviously want to be sure that I was invested in the most tax efficient way. 

Mona Patel, Head of Communications
December 2010

FTfm

Packaged Retail Investment Products

The drumbeats have started early.  Timothy Hailes’ piece in last week’s FTfm is a foretaste of what is to come as we await publication of the European Commission’s proposals for better standards of disclosure for “packaged retail investment products”.

Richard Saunders, Chief Executive
November 2010

Money Marketing

Look back with wisdom?

A look back over 25 years in the fund management industry.

Dougie Ferrans, Chairman
November 2010

Money Marketing column

All change and no change?

Coming back to work after being away for thirteen months - on maternity leave - I naturally wondered what would have changed?  The simple answer is everything and nothing.

Mona Patel, Head of Communications
October 2010
 

Money Marketing column 


A site for sore eyes

As I write, the finishing touches are being made to the new Investment Management Association website.

Ginny Broad, Head of Communications
September 2010
 

Money Marketing column

The changing face of UK fund business

Among the themes that emerged from the IMA’s annual asset management survey was the changing structure of the industry.

Ginny Broad, Head of Communications
 August 2010

Money Marketing column

Home Front

Some years ago, a former boss of mine was recruited into financial services as a marketing director. He asked where the product development department was located. “Number 11 Downing Street,” was the reply.

Ginny Broad, Head of Communications
July 2010

Money Marketing column

Platforms redraw distribution map

This month, the Investment Management Association has made the biggest change to its fund statistics since 1992.

Ginny Broad, Head of Communications
June 2010

Mutual Funds Technology

Trends in Asset Management

In early February the IMA announced that 2009 had been a record year for the UK funds industry.

Richard Saunders, Chief Executive
June 2010

Money Marketing column

Cash for questions

In its first Budget following the landslide general election victory in 1997, New Labour changed the structure of tax-protected savings from Peps to Isas.

Ginny Broad, Head of Communications
May 2010

Money Marketing column

The IMA’s view

Check the differences on offshore funds.

Ginny Broad, Head of Communications
April 2010

Financial News

Shareholders must balance investment and stewardship

Lord Mandelson recently threw the spotlight once more on the Cadbury-Kraft deal and the role of shareholders. Are they too focused on short-term returns, acting as absentee landlords, with no commitment to the long-term strategy of the companies they invest in?

Richard Saunders, Chief Executive
March 2010

Money Marketing column

The IMA view - Savers give funds a vote of confidence

For a number of years now, the savings ratio has been at historically low levels, with 2008 marking the lowest figure for nearly 50 years at 1.5 per cent. For over 30 years prior to 2003, the figure had been above 4 per cent and over 8 per cent for the majority of this time.

Ginny Broad, Head of Communications
March 2010
 

FTfm

Risk indicator is crucial consumer guide

Explaining investment risk to consumers is one of the major challenges for financial services providers. Get it right, and we could help consumers make good choices that will meet their needs and their expectations.

Julie Patterson, Director
March 2010

Money Observer campaign on true cost of investing

IMA response piece to campaign

I am grateful for the opportunity to respond to your Ten Point agenda.

Richard Saunders, Chief Executive
February 2010

Money Marketing column

The IMA view - sectors

Quite a lot of the press coverage on the Investment Management Association concerns the topic of sectors, especially the creation of new sectors or the abolition of small ones which no longer serve their purpose.

Ginny Broad, Head of Communications
January 2010
 

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