Category: Investment Week

Retail investors are facing higher volatility in fund fees than their institutional counterparts, analysis from Fitz Partners has found. View full article

The Financial Conduct Authority’s (FCA) recent review of fund managers’ Assessment of Value (AoV) reports makes for “pretty damning” reading and marks a “huge blow” to firms, although the findings

A Financial Conduct Authority (FCA) review of fund managers’ Assessment of Value (AoV) reports has revealed widespread failures in the quality and content of the documents, with the regulator warning

Around 52% of performance fee structures already adhere to ESMA performance fee recommendations, ahead of the restrictions that will come fully into force all over Europe in the coming year.

Fitz Partners found that for retail investors invested in about 600 fund products, 51% of the total number of products with a remaining legacy retail class in place, had been

One-third of asset managers now offer early-bird share classes to European investors in a bid to boost interest in newly launched funds, according to Fitz Partners’ research. view full article

  Fitz Partners VfM (Value for Money) Board Reporting has been shortlisted in the category “Best Compliance & Regulatory Solution” for the Investment Week Fund Services Awards.   view full article

Allianz Global Investors has announced plans to introduce a new ‘outperformance’ fee model on a number of its funds, which it said is in response to the rise of passive

The Financial Conduct Authority (FCA) has said it has “no immediate plans” to change its policy on trail commission but is still considering the issue. view full article

Independent fund research company Fitz Partners has launched a fund board reporting service, enabling committees and fund directors to evaluate share classes on fees, asset size and performance. view full


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