Research is an important element in the IMA’s work, providing insight into the asset management industry and its environment.
UK Investment Management Strategy
... promoting the UK for asset management
Read the IMA’s report on the use of dealing commission for the purchase of investment research
Costs & Charges
The IMA has issued a revised SORP for authorised funds
The IMA offices will be closed from 12.00pm midday on 24 December 2014, reopening at 9.00am on Monday 5 January 2015.
The Investment Management Association (IMA) represents the UK investment management industry. Our members manage over £5 trillion of assets on behalf of UK and overseas clients.Follow @fundsindustry
The IMA has issued a revised Statement of Recommended Practice (SORP) for the financial statements of UK authorised funds. These revisions were subjected to a public consultation in 2013.
|Funds under management||£819 billion|
|Net Retail sales||£2.0 billion|
|Net Institutional sales||£453 million|
19 December 2014
19 December 2014
18 December 2014
The IMA’s purpose is to ensure investment managers are in the best possible position to:
- Build people’s resilience to financial adversity
- Help people achieve their financial aspirations
- Enable people to maintain a decent standard of living as they grow older
- Contribute to economic growth through the efficient allocation of capital
The future of Investment research
The IMA has responded to the ESMA consultation on MiFID II in relation to the proposal to impose substantial restrictions on the use of dealing commissions to pay for investment research from January 2017.
The industry in numbers
£5.0 trillionTotal assets managed in the UK by IMA member firms
£770 billionManaged in UK -authorised funds (OEICs and unit trusts)
£2.0 trillionAssets managed in the UK on behalf of overseas clients
£775 billionUK-managed funds domiciled overseas
Data as at 31 December 2013