Date-stamp loading
Published date: 28 June 2017

MS15/2.3: Asset Management Market Study: Final Report

We have published the final findings of our asset management market study. As part of this, we set out a package of remedies to address the concerns identified.

Asset Management Market Study: Final Report

The asset management market study final report includes the following annexes:

Annex 1- Additional feedback and detail on our responses

Annex 2 - Fund Merger and Closure Analysis

Annex 3 - Segregated Mandate Pricing Analysis

Annex 4 - Assessing the relationship between the price and performance of retail equity funds in the UK

Annex 5 - Assessment of third party datasets

Our market study

We published the terms of reference for the asset management market study in November 2015. We set out our intention to understand how asset managers compete to deliver value to both retail and institutional investors. Following our terms of reference, we conducted analysis of over 20,000 shareclasses and 30,000 investment strategies.

In November 2016 we published the interim report. This set out o