Author name: fpadmin

Firms shake up discretionary share classes – Ignites Europe

About half of international asset managers offer these “dedicated” types of share classes that give more discretion on fee levels, accounting for around 10 per cent of cross-border funds’ classes, according to data from Fitz Partners. Share classes that offer discretion around fee levels or eligibility provide firms with “flexibility” when signing up new institutional […]

Firms shake up discretionary share classes – Ignites Europe Read More »

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

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

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

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

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

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

Scroll to Top