News
You will see us providing commentary in many mainstream media outlets as leading experts in the fund management industry on all things fund oversight, ACD, the regulators role and all the fund supporting functions.
We are and always will be completely independent, therefore feel like we provide a balanced, objective and expert knowledgable view which is hopefully to the benefit of all interested parties.
Our aim is to heighten the understanding and awareness for investors, clients and the various relevant stakeholders. We hope our input leads to raising standards in what can sometimes be complex matters in financial services.
Please feel free to read what our clients say about us: Client Testimonials
Media Stories - Providing Lloyd Expert Commentary...
Ignities Europe: Costs rise for fund houses looking to bring ACD in-house
Financial Times: Outlook for Odey and issues with remaining funds
RBS International: Merits of Independent Depositary Oversight
Financial Times: Marketplace Consolidation
Citywire: FCA to get tough on ACDs
Money Marketing: In-House ACD Model Enquiries on the rise after faith in external ACD Model is questioned by Managers
Financial Times: Fund Managers Under Pressure, focus on Liquidity
Citywire: Concerns around the FCA review of ACDs
Financial Times: Issues with the ACD model that the Woodford case has exposed
BBC: Due Diligence Requirements and Increase in scrutiny
Investment Week: FCA Probe into ACDs
Financial Times: FCA review into the role of the depositary
IMPower Fund Forum Monaco - Guest Speaker / Moderator
Monday 17th June 2024
Ryan Johnson
We are delighted to be speaking and moderating at this annual important event for Global Asset & Wealth Managers. Please follow us, https://informaconnect.com/impower-fundforum/
Computer Generated UK General Election Prediction
Monday 10th June 2024
Lloyd Expert
Based on AI data and computer generated models, completely mathematical, the following predicted election results have been provided as at 10th Jun 2024, 650 members of parliament to be elected, Labour - 52% (338 MPs) Conservative - 31% (202 MPs) Liberal Democrats - 9% (59 MPs) SNP - 4% (26 MPs) Reform - 3% (20 MPs) Other - 1% (5 MPs)
UK General Election - effective on markets and investment decisions
Wednesday 22nd May 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Basic errors why fund managers fail to sell their fund, getting the basics right
Thursday 4th April 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Does the use of AI for active fund managers reduce the cost?
Wednesday 20th March 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
FCA regulator role in 'Woodford', recommend Judge appointed review
Friday 16th February 2024
Ryan Johnson
We have been asked a number of times our view on the regulators role in the 'Woodford' situation that raises some very serious and valid questions. Given the FCA's self referral over the 'Connaught' matter to Judge Raj Parker and the findings which were fully accepted. We think there is a valid case to bring in a judge appointed independent review to the regulators role and we very much hope the regulator feels the same way... Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Is there any value in the Value Assessment
Friday 5th January 2024
Ryan Johnson
Many clients and managers are questioning what value, if any there is in the Assessment of Value given there are 10 different varieties and each one assesses value in a different way using different reasons. Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Predictions for 2024
Saturday 23rd December 2023
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
More regulation planned from the FCA on ACD Oversight
Thursday 7th December 2023
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Technology Providers in Financial Services Failing
Monday 20th November 2023
Ryan Johnson
Here we provide a list of the technology providers in financial services and scoring across ability to deliver and performance. The results make for worrying reading... Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Options for when an Authorised Corporate Director exits or sells out
Sunday 5th November 2023
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Impact of poor Assessment of Value Assessments starting to filter through to investors choice
Friday 6th October 2023
Ryan Johnson
Low scoring or funds that have been identified as not providing value for money are now starting to see the impact of this assessment that may not be entirely fair in comparison to relative competitors. We have warned, since the inception of AoV, that the market will start to consider and make investment allocation decisions based on the AoV assessments and oucomes. Now we have seen for the first time, buyers placing funds on the sell list and platforms start to review funds it offers based on the AoV. This is dangerous and flawed…
Independent ACD number to drop below double figures...
Monday 25th September 2023
Ryan Johnson
As predicted by Lloyd Expert Consultancy Ltd at the start of 2023, the number of independent ACDs will drop to 9 by the end of 2023. This is in stark contrast to the start…
Passporting Rights... What does a cross border solution look like...
Sunday 10th September 2023
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Role of Depositary and Custodian, the future outlook
Wednesday 30th August 2023
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk