Simplifying Cross-Border Fund Distribution – Episode 1: Understanding fund fees
Killian Lonergan from BBH meets with Laura Guthrie, Research Director at Fitz Partners, to put fee structuring into a broader … Continue reading Simplifying Cross-Border Fund Distribution – Episode 1: Understanding fund fees
Brussels softens stance on inducements ban – Ignites Europe
The European Commission has toned down its support for a full ban on inducements as it prepares to propose measures … Continue reading Brussels softens stance on inducements ban – Ignites Europe
Are carbon neutral share classes on the way? – Ignites Europe
“…Hugues Gillibert, chief executive officer of Fitz Partners, a specialist fee research firm, says that while creating a share class … Continue reading Are carbon neutral share classes on the way? – Ignites Europe
EU retail strategy to force funds to deliver value – Ignites Europe
EU funds could face new provisions designed to ensure they are delivering value for money for investors as Brussels prepares … Continue reading EU retail strategy to force funds to deliver value – Ignites Europe
Central Bank issues industry letter on costs and fees to fund managers
On 24 March 2023, the Central Bank of Ireland (the “CBI”) published an industry letter (the “Letter”) on the 2021 Common Supervisory … Continue reading Central Bank issues industry letter on costs and fees to fund managers
ESG funds continue to attract lower fees
ESG funds remain cheaper than non-ESG products, according to research by Fitz Partners. The number of ESG-labelled fund products in … Continue reading ESG funds continue to attract lower fees
Price gap between ESG funds and conventional peers narrows: Fitz
The difference in fees charged by environmental, social and governance funds in Europe and their conventional peers has narrowed over … Continue reading Price gap between ESG funds and conventional peers narrows: Fitz
Fee Income From ESG Funds is on the Rise
Rising fee income from ESG funds was a bright spot in an otherwise bleak year for asset managers. Asset managers … Continue reading Fee Income From ESG Funds is on the Rise
Fees from ESG funds jump almost 400% despite brutal 2022 for asset managers
Sustainable bond funds saw the biggest revenue increase in percentage terms, jumping 384% last year to $215m, according to estimates … Continue reading Fees from ESG funds jump almost 400% despite brutal 2022 for asset managers
FCA warns on firms’ readiness for consumer duty – Ignites Europe
The UK financial regulator has warned that some market participants may not be ready for the upcoming consumer duty rules, … Continue reading FCA warns on firms’ readiness for consumer duty – Ignites Europe