MiFID II Research Fees – Most are going to take to P&L – See the Latest List – Ocreus Group

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Below is a the latest list of who’s planning on doing what with the research fees. More and more firms are confirming that they’ll be taking the fees to P&L with the RPA route becoming increasing unpopular within the UK. This is not a surprise given the knock on ramifications of taking the RPA approach.

The OCREUS Group have their own independant views, opinions and advisory paper on this matter which some firms have used as part of their thought process.

Number of firms have still yet to decide or have declined to disclose their approach at this time.

Take to P&L		RPA		Undecided

Allianz Global Investors		Amundi		Ashmore
Aviva Investors		BNP Parisbas		BNY Mellon
Axa Investment Management		Carmignac		Candriam
Baille Gifford		Deka		GAM
Barlings		Fidelity Interational		Legal & General Investment Management
Blackrock		Man Group		Lyxor
BlueBay Asset Management				Natixis Global Asset Management
Brewin Dolphin				Nordea
Brooks Macdonald				Old Mutual Global Investors
Canada Life				Pictet
Charles Stanley
Deutche Asset Management
Evenlode
Equitile
Flossbach von Storch
Franklin Templeton
Goldman Sachs Asset Management
Hernes
HBSC Global Asset Management
Insight Investment
Invesco
Janus Henderson
JO Hambro
JP Morgan Asset Management
Jupiter
Kempen Capital Management
M&G Investment
Majedie Asset Management
Morgan Stanley
MN Investments Partners
Newton Investment Management
Northern Trust Asset Management
Pimco
Rathbones
RBC
Robeco
Royal London
Russell Investment
Schroders
Seven Investment
Standard Life Aberdeen
Stwewart Investors
SVM
T Rowe Price
Troy Asset Management
Twenty Four Asset Management
UBS
Unigestion
Union Investmenet
Vanguard
Woodford Investmenet Management

Data at of 11th October 2017
Source – FT research

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