The IMA and the industry
Our purpose is
to support and promote a commercially successful and growing UK investment management industry as we seek to improve the financial outcomes for customers - savers and investors.
About the IMA
The Investment Management Association is the trade association for the £3.9 trillion investment management industry in the UK. We have 185 members, accounting for over 90% of the industry in the UK.
About the industry
Serving many millions of clients... If you have a pension, stocks and shares ISA, unit trust or life assurance policy, for example, your money is being looked after by the investment management industry. The industry invests its clients' money across a broad range of asset classes and products, including equity, bond, property, money market and hedge funds.
Commentary
“Hidden costs” – what hidden costs?
Here’s a new year puzzle for you. Fund A has annual charges of 1.5%, and in addition incurs annual trading costs in its portfolio of 0.2%.
Join IMA
There are many benefits to joining the IMA, including the opportunity to share in the strategic thinking about the industry’s future and access to a wide range of information and updates, as well as access to the IMA’s expert staff.
Membership of the IMA is open to firms which are involved in investment management in the UK – either for those that undertake investment management (full membership) or to companies that provide facilities or services to them (affiliate membership).
Fund processing
The IMA publishes a range of materials to help fund management firms improve their operational efficiency. These include Model Documentation and guidance from the IMA and other organisations on operational and processing issues.
Training
Access our training pages, where you will be able to find out about current courses, training materials, awards and new qualifications.
Global Investment Performance Standards (GIPS)
The IMA is one of the three UK country sponsors of GIPS along with the Association of British Insurers (ABI) and the National Association of Pension Funds (NAPF). More information regarding GIPS and the UK Investment Performance Committee’s work can be found here.