News

Category: Fund Strategy

Soaring investment advisory fees hit fund manager margins – Fund Strategy

August 30, 2017

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

Eighty per cent of managers subsidise fund expenses – Fund Strategy

May 25, 2017

A large number of cross-border managers distributing into Europe are funding their own funds’ operating expenses to keep client charges down as pressures in the industry mount, a new study

Tracker funds could look 20% more expensive under ‘all-in fee’ – Fund Strategy

December 12, 2016

Index tracker charges could appear over 20 per cent higher if the FCA’s “all-in fee” proposal is implemented, according to fund researchers Fitz Partners. The FCA’s interim report on the

How much is portfolio turnover adding to TERs? – Fund Strategy

March 27, 2014

Greater than average portfolio turnover in almost one of five UK equity funds is adding more than 40 basis points to their total expense ratios, research suggests. Fund research company

ESG fund revenue stagnates amid greenwashing concerns and backlash – Financial News

March 20, 2025

Performance fee disclosures ‘need improving’, directors say – Ignites Europe

March 3, 2025

What should directors do as more funds raise their fees? – Ignites Europe

January 27, 2025

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.