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Third of asset managers offer ‘early-bird’ European fund share classes

November 11, 2020Article, Investment Weekearly bird, fees, Fitz, OCFfpadmin

One-third of asset managers now offer early-bird share classes to European investors in a bid to boost interest in newly … Continue reading Third of asset managers offer ‘early-bird’ European fund share classes →

Fee pressure in passive asset management

November 9, 2020Article, Fitz Partners, RankiaPROclean, ETF, fees, Fitz, Index Tracker, OCF, Passivefpadmin

A review by Fitz Partners, a London-based fund research company specialising in the detailed calculations of fund fees and expenses … Continue reading Fee pressure in passive asset management →

Esma to analyse fund fees with national regulators – Ignites Europe

October 5, 2020Article, Ignites EuropeCentral Bank of Ireland, CSSF, ESMA, fees, regulationfpadmin

Europe’s markets watchdog is to work with national financial regulators to assess the costs and fees levied by Ucits funds … Continue reading Esma to analyse fund fees with national regulators – Ignites Europe →

Assets in European clean classes ‘may have peaked’ – Ignites Europe

September 23, 2020Article, Ignites Europedistribution, Fitz, Mifid II, RDR, trail commissionfpadmin

Growth in client assets moving to rebate-free share classes for European cross-border funds has stalled, suggesting that the impact of … Continue reading Assets in European clean classes ‘may have peaked’ – Ignites Europe →

Have the FCA’s fund reforms changed the industry?

September 7, 2020Article, Financial TimesAssessment of Value, FCA, fees, Fund Governance, performance, valuefpadmin

One year ago this month, landmark rules came into force obliging UK asset managers to come clean about the value … Continue reading Have the FCA’s fund reforms changed the industry? →

Esma ups pressure on regulators to tackle excessive fund fees – Ignites Europe

June 5, 2020Article, Ignites EuropeESMA, fees, Fund Governance, performance fee, regulationfpadmin

Europe’s markets watchdog is stepping up its efforts to stop funds charging excessive fees to investors by putting pressure on … Continue reading Esma ups pressure on regulators to tackle excessive fund fees – Ignites Europe →

ESMA – Supervisory briefing on the supervision of costs in UCITS and AIFs

June 4, 2020ESMA, ReportESMA, fees, Fund Governance, regulationfpadmin

The European Securities and Markets Authority (ESMA), the EU’s securities markets regulator, has published today a supervisory briefing on the supervision by … Continue reading ESMA – Supervisory briefing on the supervision of costs in UCITS and AIFs →

European performance fee rate reaches 17% – Ignites Europe

June 3, 2020Article, Ignites EuropeCentral Bank of Ireland, ESMA, fees, Fitz, performance fees, regulationfpadmin

Performance fee data published by Fitz Partners this month indicates that the average performance fee rate charged by funds in Europe has … Continue reading European performance fee rate reaches 17% – Ignites Europe →

Schroders’ £1bn fund breakpoint ‘way too high’ – Ignites Europe

May 20, 2020Article, General, Ignites EuropeAssessment of Value, economies of scale, fees, Fitz, management feefpadmin

Schroders says its UK funds must reach at least £1bn (€1.1bn) in assets before the benefits of economies of scale … Continue reading Schroders’ £1bn fund breakpoint ‘way too high’ – Ignites Europe →

Index-tracker costs give ETFs a run for their money

May 5, 2020Article, Funds EuropeETF, fees, Fitz, Index Tracker, Passive, RDRfpadmin

Charges for traditional index-tracking funds have steadily decreased over the past four years and are in some cases lower than … Continue reading Index-tracker costs give ETFs a run for their money →

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