Fund Management Charges, Investment Costs and Performance
The aim of this paper is to investigate the overall impact of fund management charges and investment costs on investment outcomes.
Research and publications
IMA has a wide-ranging programme of research into issues relating to asset management. In addition to producing research internally, we commission external, independent research from consultants and academics. We also participate in a number of consortium research ventures, supporting work undertaken by organisations such as the Institute for Fiscal Studies and the Pensions Policy Institute.
Latest research
Understanding Equity Turnover Data: Initial Findings from IMA Research submitted to the Kay Review
This short paper on turnover levels and investor behaviour attempts to shine some light on the meaning of transaction data in the debate over corporate governance and short-termism.
Best Practice Guidance for Issuers when Raising Equity Capital
This Guidance, from the Institutional Investor Committee (of which IMA is a member) follows a report showing that fees paid for rights issues are not a good use of shareholders’ money.
Surveys
Asset Management Survey
The authoritative annual survey into the main issues and key statistics for the UK asset management industry
Stewardship Survey
This is the first IMA survey covering institutional investors' adherence to the Financial Reporting Council's Stewardship Code.
Investor Perspectives Survey archive
Publications
IMA insight
IMA insight - The newsletter about the UK asset management industry for policy makers