August 30, 2017

European firms see “shrinking” revenue from fund management fees – Funds Europe

Many fund firms are paying higher investment advisory costs at a time when their own gross fees earned from customers are shrinking, according to Fitz Partners… View full article

European firms see “shrinking” revenue from fund management fees – Funds Europe Read More »

Soaring investment advisory fees hit fund manager margins – Fund Strategy

Article, Fund Strategy / ksltd

Soaring investment advisory fees are eating into asset managers’ margins, according to research by Fitz Partners. The fees paid to firms providing advisory services to a fund, such as asset allocation and stock selection – have increased by 17 per cent from 35 basis points to 41 basis points over the past three years, the

Soaring investment advisory fees hit fund manager margins – Fund Strategy Read More »

What our clients say

Fitz Partners is providing industry top quality fee data on a wide array of share classes for a large number of funds and Asset Managers. They are providing a top-notch service.

We appreciate you sharing your expertise with us and allowing a free exchange of views and industry knowledge with our team.

Once again, thank you for delivering the Fitz Board Reports over a number of years now, and proceeding with the discussed development to make the reporting in line with our needs for the FCA requirements. The AoV reporting for cost was very well received by the Board

Thank you for being so responsive and delivering the 250+ share classes customised fee benchmarking report using our proposed share class pricing following the merger. It has been extremely useful, and we appreciated the way you presented our fund fees and share classes in the executive summary.

Thank you for your excellent support and responsiveness. The Fund Charges database and benchmarking reports are extremely useful for Luxembourg transfer pricing purposes.

Thank you for making yourself available for our ongoing internal discussions on performance fees. Our team finds the access to the performance fee database very valuable and it makes their review process so much easier and quicker.

August 30, 2017

European firms see “shrinking” revenue from fund management fees – Funds Europe

Soaring investment advisory fees hit fund manager margins – Fund Strategy

What our clients say

STAY INFORMED WITH THE LATEST INFORMATION FROM FITZ

Fitz Partners