Author name: fpadmin

Mixed asset funds deliver highest margins for fund managers – Funds Europe

Mixed asset funds are delivering the highest net profit margins for asset managers, while equity and bonds funds see a decline. Fitz Partners research showed a decline in asset managers’ margins from gross management fees charged to equity and bond funds in 2023. The firm’s ‘Investment advisory fee benchmarking …. View Article Here

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Fund profits squeezed as firms preserve front-office spend – Ignites Europe

Firms’ efforts to preserve fees paid to portfolio managers have led to larger cuts in their profit margins, new research suggests. Management fees for 1,350 funds in Luxembourg, Ireland and the UK fell 18 per cent on average last year, specialist fee research firm Fitz Partners finds. View Article Here

Fund profits squeezed as firms preserve front-office spend – Ignites Europe Read More »

Fund Value Regulations: The business critical proposition for Asset Managers – AGEFI

 In March 2018, in this paper, under the title “Regulatory Convergence towards Efficient Fund Governance”, I wrote that “Retaining and focussing on fund products that are delivering value is an appealing proposition for investors and a long term winning strategy for asset managers.  View Article Here

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ESG fees stall as managers battle sustainable fund slowdown – Financial News

Last year’s modest revenue growth from ESG funds failed to match the hefty increases of former years. Asset managers have taken a hit from the growing backlash to ESG investing, as fees stall across the industry. The year-on-year increase in fees generated by green investments is at its lowest since the sustainable boom kicked off during

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Brussels softens stance on inducements ban – Ignites Europe – Ignites Europe

The European Commission has toned down its support for a full ban on inducements as it prepares to propose measures designed to increase retail investment in the EU. Mairead McGuinness, European commissioner for financial services, announced yesterday that Brussels is now “looking at tightening the conditions under which inducements are allowed” rather than a full

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Are carbon neutral share classes on the way? – Ignites Europe

“…Hugues Gillibert, chief executive officer of Fitz Partners, a specialist fee research firm, says that while creating a share class with a higher fee “is always feasible”, there are challenges with a carbon offset share class. The extra fee “would need to [vary] in line with the level of carbon offset required based on the

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EU retail strategy to force funds to deliver value – Ignites Europe

EU funds could face new provisions designed to ensure they are delivering value for money for investors as Brussels prepares to bring forth a new plan to boost retail investment in the EU. The retail investment strategy, which is due to be published next month, is expected to bring forward a number of proposals that

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