News
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
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
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
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,
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
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
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
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,
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
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
Third-party management companies have been accused of cutting their charges to “unsustainable levels” and potentially “skimping” on their regulatory responsibilities as a result. Hugues Gillibert, CEO of Fitz Partners, which researches
Cost pressure on third-party management companies has reached “unsustainable levels” and could compromise regulatory oversight, experts have said. External management companies generally oversee funds run by smaller investment managers that
RiskConcile, a Belgian provider of cloud-based regulatory reporting and risk calculation solutions for the European fund industry, announces the acquisition of UK basedfund fees and expense data provider Fitz Partners.
Two companies plan to combine fund data, regulatory reporting and risk calculations. Belgian financial technology company RiskConcile has acquired London-based specialist fund fee research firm Fitz Partners. The Leuven-headquartered provider
JPMorgan Asset Management is changing the way it charges operating expenses to its UK funds, which will cut costs for most share classes and bring the company in line with
Closures and consolidations drive fears of concentration risk and job losses. A wave of asset managers in Luxembourg are closing down “expensive” fund management companies, sparking concerns of concentration risk
The UK regulator’s plans for “paring back” the level of detailed information authorised fund managers must include in their annual value assessment reports have divided opinion. Asset managers have welcomed
According to exclusive data provided to Financial News by Fitz Partners, ESG bond funds in Europe generated $221m in revenue in 2024, representing a 2% increase on the previous year. View Article
Boards making progress in tacking ‘natural conflict’ in charging structure. Fund board directors say there is “room for improvement” when disclosing performance fees to investors, despite increased oversight of the
Independent board members must look out for investors’ best interests. Independent directors must scrutinise the drivers and impacts of any proposals to raise fund fees, as increases in product charges