ESG funds continue to attract lower fees
ESG funds remain cheaper than non-ESG products, according to research by Fitz Partners. The number of ESG-labelled fund products in … Continue reading ESG funds continue to attract lower fees
European independent directors paid up to 100 times more than others
The variation in remuneration for European independent directors on fund boards is significant, ranging from €1,000 to over €100,000 per … Continue reading European independent directors paid up to 100 times more than others
Investors in unbundled share classes charged lower fees thanks to economies of scale
Fees paid by retail investors who invest in funds with ‘clean’ share classes have significantly dropped since 2016, research shows. … Continue reading Investors in unbundled share classes charged lower fees thanks to economies of scale
Index-tracker costs give ETFs a run for their money
Charges for traditional index-tracking funds have steadily decreased over the past four years and are in some cases lower than … Continue reading Index-tracker costs give ETFs a run for their money
Funds’ investment managers continue to lower fees
Portfolio management firms working for investment funds have dropped their investment advisory fees for the second year running. Average investment … Continue reading Funds’ investment managers continue to lower fees
Alfi: Blocking Luxembourg funds in Germany “not possible” by law
It should not be possible to block Luxembourg-domiciled funds from distribution in Germany when changes to regulation take effect in … Continue reading Alfi: Blocking Luxembourg funds in Germany “not possible” by law
Irish regulator finds performance fee compliance failures – Ignites Europe
The Irish regulator has uncovered multiple failings over the calculation and disclosure of performance fees, suggesting that asset managers may … Continue reading Irish regulator finds performance fee compliance failures – Ignites Europe
Transaction fees can reach 500% of ongoing charge figure
Fund transaction fees can be much higher than their quoted ongoing charge figures (OCFs) suggest, research has found. A study … Continue reading Transaction fees can reach 500% of ongoing charge figure
European funds industry fees tumble
The European fund industry is lowering costs even when imposing performance fees, research has found. London-based fund research company, Fitz … Continue reading European funds industry fees tumble
European firms see “shrinking” revenue from fund management fees
Many fund firms are paying higher investment advisory costs at a time when their own gross fees earned from customers … Continue reading European firms see “shrinking” revenue from fund management fees