News
Assessment Of Value (AOV) Round 4, what have we learnt
Tuesday 3rd January 2023
Ryan Johnson
Having now witnessed and reviewed over 400 AOVs across the marketplace it is evident that we are still someway off the ideal and perfect AOV both in content, categories and grading (rating).
Too many providers have the freedom and flexibility to develop and create whatever they wish without following any standard application or template. This we don't feel has yet had the desired outcome that the regulator was hoping for but are reluctant to do anything about it this year.
We anticipated and expected a much more detailed updated set of guidelines from the regulator and the additional category of ESG.
For the time being we have created an AOV working model that takes the best elements from all the AOVs we have assessed into one that will work across multiple funds but not all funds as there are just to many variables, legacy funds and differences that make it impossible under the current setup to create one that fits all.
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