Value for money: A framework for assessment

Thursday 1 November 2018

CFA UK's Value for Money framework identifies three core components; this paper explores why and explores some of the detail within these three key areas:

  • Costs and charges - noting there are often several different types of charges
  • Output, defined as risk and return - with a focus on the long-term
  • Quality and service - other features and benefits desired by the client, including issues such as the quality of governance and the sustainability of the investment approach


Members of the CFA UK Value for Money Working Group: Erszebet Barre, Andy Burton, Alistair Byrne, CFA (chair), Stephen Dowds, Shaz Islam, CFA, Fraser Lundie, CFA, Jonathan Parker, CFA, and Joe Steidl, CFA..



Read the full research paper