Firms assess value of non-UK funds: experts – Ignites Europe
Asset managers are extending value assessments required for UK funds across their entire cross-border fund ranges. Specialist research firm Fitz … Continue reading Firms assess value of non-UK funds: experts – Ignites Europe
Quant funds are 27 per cent cheaper to manage, says Fitz Partners
… According to Fitz Partners’ new fund classifications, considering clean/unbundled share classes only, European cross-border fully active equity funds show … Continue reading Quant funds are 27 per cent cheaper to manage, says Fitz Partners
Low fund audit turnover cements dominance of ‘Big Four’ – Ignites Europe
Fewer than 15 per cent of funds have changed their auditor over the past three years, helping the Big Four … Continue reading Low fund audit turnover cements dominance of ‘Big Four’ – Ignites Europe
AllianzGI explores discounts for loyal fund investors – Ignites Europe
Allianz Global Investors is weighing the merits of offering loyalty discounts to fund investors as asset managers adopt increasingly innovative … Continue reading AllianzGI explores discounts for loyal fund investors – Ignites Europe
Irish regulator finds performance fee compliance failures – Ignites Europe
The Irish regulator has uncovered multiple failings over the calculation and disclosure of performance fees, suggesting that asset managers may … Continue reading Irish regulator finds performance fee compliance failures – Ignites Europe
Revealed: Finalists for the 2018 Fund Services Awards
Fitz Partners VfM (Value for Money) Board Reporting has been shortlisted in the category “Best Compliance & Regulatory Solution” for … Continue reading Revealed: Finalists for the 2018 Fund Services Awards
Investment advisory fees fall 5% year on year: Fitz – Ignites Europe
Investment advisory fees paid by asset managers have fallen by 5 per cent year on year, according to new research, … Continue reading Investment advisory fees fall 5% year on year: Fitz – Ignites Europe
Lux regulator steps up performance fee scrutiny – Ignites Europe
Luxembourg’s financial watchdog is stepping up its scrutiny of performance fees, according to people with knowledge of the matter. The … Continue reading Lux regulator steps up performance fee scrutiny – Ignites Europe
FCA changes could fail to budge pre-RDR investors
…Old Mutual Global Investors, Legal & General, Franklin Templeton and BNY Mellon investors face the largest discounts on OCFs for … Continue reading FCA changes could fail to budge pre-RDR investors
AllianzGI to introduce ‘outperformance’ fee model to UK retail investors
Allianz Global Investors has announced plans to introduce a new ‘outperformance’ fee model on a number of its funds, which … Continue reading AllianzGI to introduce ‘outperformance’ fee model to UK retail investors