Fitz Report: Delivering Robust Assessments of Value – Remarks & UK Market Overview
In this report we intend to share with readers what we see as crucial aspects of the quantitative part of … Continue reading Fitz Report: Delivering Robust Assessments of Value – Remarks & UK Market Overview
Clients willing to pay more for large firms, says UBS – Ignites Europe
…“Aleksandar Ivanovic, global head of client coverage and head of Switzerland at UBS AM, says wholesale intermediaries are prepared to … Continue reading Clients willing to pay more for large firms, says UBS – Ignites Europe
Fund groups must put investors first … and prove it – FT
The UK financial regulator’s landmark report into the asset management sector in 2017 sent a scathing message: fund fees are … Continue reading Fund groups must put investors first … and prove it – FT
Baillie Gifford rejects using performance fees – Ignites Europe
Baillie Gifford has no plans to adopt performance-related fees for its funds, despite a senior executive at the firm recently … Continue reading Baillie Gifford rejects using performance fees – Ignites Europe
New German performance fee rules ‘risk disrupting fund market’ – Ignites Europe
… Data from Fitz Partners, a specialist fees research firm, suggest that a large proportion of cross-border funds will have … Continue reading New German performance fee rules ‘risk disrupting fund market’ – Ignites Europe
Fund fee innovation ‘challenged’ by EU rules – Ignites Europe
Rules introduced under Mifid II at the start of last year are hindering the efforts of firms that are trying … Continue reading Fund fee innovation ‘challenged’ by EU rules – Ignites Europe
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