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Brexit gives Luxembourg €50m tax boost

January 7, 2022Article, Ignites EuropeBrexit, Luxembourg, tax, taxe d'abonnement, UCITSfpadmin

Asset managers including M&G and Columbia Threadneedle moved more than €50bn in fund assets from the UK to Luxembourg to … Continue reading Brexit gives Luxembourg €50m tax boost →

ESG boom generates 300% jump in revenues for asset managers

November 3, 2021Article, Financial News, todayuknewsESG, fees, Fitzfpadmin

Exclusive data provided to Financial News by Fitz Partners, a firm which specialises in fund fee analysis, show the management fees generated … Continue reading ESG boom generates 300% jump in revenues for asset managers →

“ESG funds not more expensive, research finds” – Ignites Europe

October 13, 2021Ignites Europeactive, ESG, Fitz, Passivefpadmin

New research has debunked the idea that funds integrating environmental, social and governance factors charge higher average fees than their … Continue reading “ESG funds not more expensive, research finds” – Ignites Europe →

Investors in unbundled share classes charged lower fees thanks to economies of scale

October 4, 2021Funds Europeclean, economies of scale, Fitz, fitz partners, management fee, OCF, retailfpadmin

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 →

Fund managers retain only 41 per cent of the total cost paid by retail investors, EFAMA finds

September 17, 2021Article, Wealth Adviserdistribution, EFAMA, fees, Fitz, retailfpadmin

The European Fund and Asset Management Association (EFAMA) has today released its latest Market Insights report, Perspective on the costs … Continue reading Fund managers retain only 41 per cent of the total cost paid by retail investors, EFAMA finds →

FCA value assessment review: An ‘uncomfortable read’ but unsurprising

July 7, 2021Article, Investment WeekAssessment of Value, economies of scale, FCA, fees, Fund Governance, iNEDs, performance, regulation, value, value for moneyfpadmin

The Financial Conduct Authority’s (FCA) recent review of fund managers’ Assessment of Value (AoV) reports makes for “pretty damning” reading … Continue reading FCA value assessment review: An ‘uncomfortable read’ but unsurprising →

FCA warns of potential intervention after damning review of fund value assessments

July 6, 2021Article, Investment WeekAssessment of Value, economies of scale, FCA, fees, performance, regulation, value, value for moneyfpadmin

A Financial Conduct Authority (FCA) review of fund managers’ Assessment of Value (AoV) reports has revealed widespread failures in the … Continue reading FCA warns of potential intervention after damning review of fund value assessments →

Fund managers falling short on assessing the value of their funds – FCA

July 6, 2021FCA, ReportAssessment of Value, economies of scale, FCA, fees, performance, regulation, value, value for moneyfpadmin

A review of 18 fund managers between July 2020 and May 2021, covering different business models and sizes, found most had not implemented Assessments of … Continue reading Fund managers falling short on assessing the value of their funds – FCA →

FCA report highlights failures in ACD market

June 30, 2021Article, Portfolio AdviserACD, FCA, Fund Governancefpadmin

The Financial Conduct Authority has found some authorised corporate directors (ACDs) are operating in the asset management market with inadequate … Continue reading FCA report highlights failures in ACD market →

Review of host Authorised Fund Management firms – FCA

June 30, 2021FCA, ReportACD, FCA, Fund Governancefpadmin

“We wanted to test the viability of the host Authorised Fund Manager (AFM) business models and assess whether conflicts of … Continue reading Review of host Authorised Fund Management firms – FCA →

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  • FCA warns on firms’ readiness for consumer duty – Ignites Europe
  • Inducement ban could boost retail ETF investment, says EU commissioner – Ignites Europe
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