MiFID II Research Fees – Taking to P&L Appears to be the Direction – See the List – Ocreus Group

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Below is a the list of who’s planning on doing what with the research fees. Directionally most currently appear to be taking to P&L with the RPA route appearing unpopular with many and this is not a surprise given the knock on ramifications of taking the RPA approach.

…However a number of firms have yet to decide or have declined to disclose their approach at this time.

Take to P&L		RPA		Undecided

Allianz Global Investors		Amundi		Ashmore
Baille Gifford		BNP Parisbas *		Aviva Investors
Brewin Dolphin		Carmignac		Axa Investment Management
Charles Stanley		Deka		Blackrock
Evenlode		Invesco **		BNY Mellon
Equitile		Janus Henderson		Candriam
Flossbach von Storch		Man Group		Deutche Asset Management
Hernes		Schroders		Fidelity Interational
JO Hambro		Union Investmenet		Franklin Templeton
JP Morgan Asset Management				GAM
Jupiter				Insight Investment
Kempen Capital Management				Legal & General
M&G Investment				Investment Management
MN Investments Partners		* Although previously said RPA, are		Lyxor
Northern Trust Asset Management		still deciding		Natixis Global Asset Management
Pimco				Nordea
Rathbones		** RPA is prefefed approach but still		Old Mutual Global Investors
Robeco		deciding		Pictet
Russell Investment				Royal London
Seven Investment
Standard Life Aberdeen
Stwewart Investors
T Rowe Price
Troy Asset Management
Twenty Four Asset Management
Unigestion
Vanguard
Woodford Investmenet Management

Data at of 5th September 2017
Source – FT research

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