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Esma rejects EU-wide ban on inducements – Ignites Europe

April 2, 2020Article, Ignites Europeclean, ESMA, fees, Mifid II, RDR, retail, trail commissionfpadmin

Policymakers had been considering whether inducements for the provision of retail investment products should be banned across the EU, as … Continue reading Esma rejects EU-wide ban on inducements – Ignites Europe →

UK fund boards must ‘challenge’ firms, warns FCA – Ignites Europe

March 23, 2020Article, Ignites EuropeAssessment of Value, economies of scale, FCA, fees, performance, valuefpadmin

The UK’s financial watchdog has urged fund boards to actively challenge investment managers over the value they deliver to retail … Continue reading UK fund boards must ‘challenge’ firms, warns FCA – Ignites Europe →

Merian to review fee structures following value assessment – Ignites Europe

March 12, 2020Article, Ignites EuropeAssessment of Value, economies of scale, fixed feefpadmin

“Merian Global Investors’ UK fund board is to review the pricing structure of its funds to ensure that cost savings … Continue reading Merian to review fee structures following value assessment – Ignites Europe →

Questions raised over value of funds with fixed fees – Ignites Europe

February 28, 2020Article, Ignites Europeall in fee, fees, Fitzfpadmin

Questions have been raised over whether investors in funds that levy fixed fees are receiving value for money after research … Continue reading Questions raised over value of funds with fixed fees – Ignites Europe →

US’s passive investing juggernauts break new ground in Britain

February 18, 2020Article, Financial Timesfees, Fitz, Passive, value, variable management feefpadmin

One of the strongest bastions of stockpicking, the UK is now following the US by embracing the low-cost, index-tracking approach … Continue reading US’s passive investing juggernauts break new ground in Britain →

Ban on fund charge caps ruled out by Esma – Ignites Europe

February 7, 2020Article, Ignites EuropeBaFin, ESMA, fees, Fitz, performance fees, regulation, UCITSfpadmin

…Esma’s approach is likely to mean that different rules will apply to Ucits funds with performance fees being sold into … Continue reading Ban on fund charge caps ruled out by Esma – Ignites Europe →

Liquidity, Brexit and job cuts spell tricky 2020 for fund groups – FT

December 15, 2019Article, Financial Timesfees, impact, liquidity, share classesfpadmin

… Mr Gillibert predicts one area of increased focus will be differences between the way retail and institutional investors are … Continue reading Liquidity, Brexit and job cuts spell tricky 2020 for fund groups – FT →

Asset managers ‘should cut fees as assets rise’, says CFA UK – Ignites Europe

December 2, 2019Article, Ignites Europebreakpoints, CFA, economies of scale, feesfpadmin

Asset managers should embed cuts to funds’ annual charges as assets rise, in a move that would slash firms’ revenues … Continue reading Asset managers ‘should cut fees as assets rise’, says CFA UK – Ignites Europe →

Assets in pre-RDR share classes fall to £184bn – Ignites Europe

November 18, 2019Article, Ignites EuropeFCA, fees, Fitz, RDR, trail commissionfpadmin

Investors in UK funds worth £184bn (€214.8bn) are still in higher-charging share classes, despite new rules introduced last year that … Continue reading Assets in pre-RDR share classes fall to £184bn – Ignites Europe →

UK funds still paying IFA commissions stand at £184bn – FT

November 18, 2019Article, Financial TimesFCA, fees, Fitz, RDR, trail commissionfpadmin

Close to £184bn of UK investor money is languishing in expensive funds that still pay commissions to financial advisers, despite … Continue reading UK funds still paying IFA commissions stand at £184bn – FT →

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