Articles by David Prosser

It is about the money, active fund managers: we care about the price tag

By David Prosser on June 28, 2017
Active-funds-price-tag

Another day, another nail in the coffin of active investment management – or at least of those active managers who can’t make a coherent and convincing case for why investors should give them the time of…

KIIDs reform: compliance burden or marketing opportunity?

By David Prosser on June 12, 2017
KIIDs-documentation

Time is running out for asset managers planning how they will comply with the MiFID II and PRIIPs regulations that come into force next year. And given the work involved with getting processes and documentation in…

Do elections matter to fund investors?

By David Prosser on May 31, 2017
Election-fund-investors

Let’s put it this way: an election certainly represents an opportunity for investment commentators to indulge in a spot of name awareness, issuing predictions about what the latest political twists and turns might mean for markets….

Why asset managers must learn to love fund research agencies

By David Prosser on May 11, 2017
Fund-research-love

How crucial is fund research in helping investors and financial advisers to decide on which funds deserve their time and money? The short answer is very, whether you’re marketing direct to a retail audience or targeting…

Could big data save active managers crushed by low-cost passives?

By David Prosser on May 3, 2017
Big-data

BlackRock’s latest fee cuts suggest it too is feeling the power of cheap passive strategies, but it hopes to fight back with investments in big data and analytics. When the world’s largest asset management business is…

Getting ready for GDPR

By David Prosser on April 12, 2017

New data regulation due to come into force in just over a year’s time will bring challenges, but also opportunities. Thirteen months and counting. In May 2018, new laws on data protection and privacy come into…

Fund managers, who are you talking to?

By David Prosser on March 29, 2017
Fund-managers-talking

Fund managers who are targeting marketing materials and other communications at financial advisers may be surprised by just how many of them are outsourcing investment decisions. The intermediary sector is an obvious priority focus for fund…

Ten questions to ask when choosing new fund management software

By David Prosser on March 13, 2017
cloud-software

New tools and technologies will enable fund managers to embrace the opportunities presented by the rapidly-evolving asset management sector, but choose wisely. Technology is already a key battleground in the fund management sector, but as digital…

Brexit woes for UK fund managers

By David Prosser on February 15, 2017
Brexit-Fund-Managers

Finally, we’re about to push the button. The Supreme Court ruling in January clears the way for Theresa May’s government to trigger Article 50 of the Treaty of Lisbon – once she has Parliament’s approval, that…

Why fund managers need to be better listeners

By David Prosser on February 7, 2017
Fund-manager-listeners

Fund managers are good at communicating with investors and potential investors: they publish a broad range of information, some fund-specific, some not, and make imaginative use of creative design; they’re also increasingly savvy about the power…

Opportunity from adversity: why fund managers should welcome the FCA’s criticisms

By David Prosser on January 10, 2017
FCA Criticism

The Financial Conduct Authority’s interim report on the asset management sector could hardly be more damning. It accuses fund managers, particularly those who run active funds, of failing to do their job properly (since so few…

The People’s Trust: a new model for investor engagement?

By David Prosser on December 30, 2016
peoples-trust

It’s fair to say Daniel Godfrey, the founder of The People’s Trust, a new investment company raising funds for a launch in 2017, has ruffled a few feathers over the years. He was once a combative…