An evaluation of financial globalization under fund‐manager capitalism: the case of the UK unit trust industry

Area ◽  
2001 ◽  
Vol 33 (4) ◽  
pp. 360-367 ◽  
Author(s):  
Colin C. Williams
Keyword(s):  
Financial Globalization ◽  
Fund Manager ◽  
Unit Trust ◽  
The Uk ◽  
Trust Industry

scholarly journals The persistence of unit trust performance for the period July 1985-June 1995

1998 ◽  
Vol 29 (3) ◽  
pp. 100-108 ◽  
Author(s):  
Margaret C. Meyer
Keyword(s):  
South Africa ◽  
Superior Performance ◽  
Time Periods ◽  
Unit Trust ◽  
Trust Industry

The purpose of this study was to determine whether any persistence of performance existed in the unit trust industry in South Africa over the ten-year period from July 1985 to June 1995. Calculations were done over different time periods (one-, two- and four-year periods) and using different definitions of superior performance (positive Jensen alphas or winner/loser phenomena). Results of nominal returns and risk-adjusted returns were also compared. Results obtained show that persistence in performance does exist, but that it is more of a 'loser' phenomenon than a 'winner' phenomenon.

scholarly journals Analysis of Factors That Influences Customer Retention in Unit Trust Industry

2021 ◽  
Vol 9 (6) ◽  
pp. 153-167
Author(s):  
P. Ravindran Pathmananathan ◽  
Khairi Aseh
Keyword(s):  
Service Quality ◽  
Relationship Marketing ◽  
Customer Retention ◽  
Consumer Loyalty ◽  
Client Retention ◽  
Unit Trust ◽  
Trust Industry ◽  
Commercial Center ◽  
Center Service

ABSTRACT Relationship Marketing has been perceived as an incredible method to fabricate a restrictive long haul relationship with their customers in the present powerful worldwide commercial center. Service quality is becoming increasingly important to a growing number of businesses. A unit trust's prosperity relies upon the skill and experience of the organization that oversees it. The aim of this research is to emphasise the significance of service quality in unit trust industry. This research was conducted using a questionnaire that was distributed to 200 customers of unit trust agents in Penang. It can be concluded that relationship marketing is essentially corresponded with service quality and consumer loyalty as well as client retention.

scholarly journals Virtual Reality? Investment Consultants’ Claims About Their Own Performance

2021 ◽  
Author(s):  
Gordon Cookson ◽  
Tim Jenkinson ◽  
Howard Jones ◽  
Jose Vicente Martinez
Keyword(s):  
Virtual Reality ◽  
Fund Manager ◽  
The Uk

Investment consultants market their services by claiming their fund manager recommendations add significant value. Using nonpublic data sourced from investment consultants and the UK regulator, we find no such evidence, but identify several practices that explain their exaggerated claims: comparisons to benchmarks instead of peers, inclusion of simulated and backfilled returns, use of investment horizons that allow losers to be forgotten, and unexplained exclusions of products from the analysis. Consultants do not fully disclose their methodology to investors, who therefore cannot verify or reliably compare their performance. This paper was accepted by Haoxiang Zhu, finance.

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