The Consumer Composite Investments (CCI) regulation will bring major changes to how key information on investment products is disclosed to retail investors. The risk score will be familiar to asset managers and investors as the key summary risk measure for financial products, such as the SRRI for UCITS KIIDs and the SRI for PRIIPs KIDs. […]
Why CCI will push more funds into higher risk categories – Funds Europe Read More »
Asset managers are squeezing the fees they pay to fund boards, reaching an average of €80,251 per board in 2025, new research shows. However, while total directors fees borne by funds may be falling, the average fees received by individual non-executives have edged upwards, the research suggests. Hugues Gillibert, chief executive of Fitz Partners, said the
Asset managers squeeze fees paid to fund boards – Ignites Europe Read More »
Most authorised fund managers plan to strip back their UK value assessment disclosures on the back of changes to local regulations, new research shows. The Financial Conduct Authority amended its rules for assessment of value reports in October, removing the need for asset managers to publish “many of the detailed reporting requirements” and instead provide only a summary
Fund boards set to strip back UK value assessments – Ignites Europe Read More »
According to the firm’s latest Assessment of Value (AoV) report for 2025, all 16 of its UK funds received either a green or amber overall rating. Within these 16 funds, all 48 share classes across the funds were judged to be providing value or good value. As part of its due diligence process, the firm
Most AllianzGI funds pass Assessment of Value test – Investment Week Read More »
Jupiter is to pass on savings to investors that it has made by outsourcing some back-office services for its Ireland-based funds. The asset manager changed the administrator and depositary for its Jupiter Asset Management Series product range from Citi to BNY in December. Hugues Gillibert, chief executive of Fitz Partners, a specialist fee research company, said the UK fund house was
Jupiter passes on administration fee savings to investors – Ignites Europe Read More »
Amundi has adopted a fixed administration fee model on range of Luxembourg-based funds, bringing them into line with other products based in the jurisdiction. The French fund giant switched from a variable to a fixed administration fee model on the Amundi Investment Funds Sicav at the start of this year. Hugues Gillibert, chief executive of Fitz Partners,
Amundi switches to fixed admin fees on Luxembourg range – Ignites Europe Read More »
Data provided exclusively to Financial News by Fitz Partners shows ESG focused equity funds generated fees of $739m in 2025, a 31% drop on the previous year. The decline coincided with a 26% year-on-year decrease in assets overseen by equity ESG funds analysed by the consultancy to just over $101bn at the end of 2025. View Article
ESG fund revenue nosedives in Europe amid investor exodus – Financial News Read More »
Fees charged by French and Italian financial regulators for fund registrations and marketing are likely to face greater scrutiny under plans by Brussels to overhaul fund supervision in the EU, according to experts. The European Commission last month published its market integration package, proposing to amend 19 EU financial regulations and directives while granting Europe’s markets watchdog
Regulatory fees in France, Italy to face heat under Brussels plans – Ignites Europe Read More »
Boards of UK authorised fund managers are sticking with their value assessment processes, despite the local financial watchdog relaxing disclosure requirements in an effort to help reduce costs. The Financial Conduct Authority stripped back its reporting requirements for assessments of value last month, removing the need for asset managers to publish detailed information on their
UK fund boards not rushing to save costs from rule changes – Ignites Europe Read More »
Fitz Partners, the provider of proprietary fund fees and expense data for the European asset management industry that was recently acquired by RiskConcile, will present the award for European Asset Management Firm of the Year (€1 trillion+ global AUM) at the Funds Europe Awards 2025. Hughes Gillibert, CEO, Fitz Partners, commented: “For over a decade, it
Fitz Partners joins Funds Europe Awards 2025 as sponsor – Funds Europe Read More »