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Performance fee rules across Europe lacking harmony

June 25, 2021Article, Investment WeekCentral Bank of Ireland, CSSF, ESMA, fees, Fitz, performance fee, performance fees, regulationfpadmin

Around 52% of performance fee structures already adhere to ESMA performance fee recommendations, ahead of the restrictions that will come … Continue reading Performance fee rules across Europe lacking harmony →

The tyranny of spreadsheets

June 24, 2021Article, Financial Timesaccounting, calculations, Data, Excelfpadmin

How one of our most powerful tools became one of the most misused. …One of the striking lessons of the … Continue reading The tyranny of spreadsheets →

Baillie Gifford publishes Irish value report, upping pressure on peers – Ignites Europe

June 9, 2021Article, Ignites EuropeAssessment of Value, Central Bank of Ireland, fees, Fund Governance, valuefpadmin

Baillie Gifford has published a value assessment report for its Ireland fund range, in a move that could increase pressure … Continue reading Baillie Gifford publishes Irish value report, upping pressure on peers – Ignites Europe →

Columbia Threadneedle embarks on fee review – Ignites Europe

May 27, 2021Article, Ignites EuropeAssessment of Value, economies of scale, FCA, fees, Fund Governancefpadmin

Columbia Threadneedle has started a review into fund fees with a specific focus on the way economies of scale are … Continue reading Columbia Threadneedle embarks on fee review – Ignites Europe →

AllianzGI holds onto performance fees – Ignites Europe

May 21, 2021Article, Ignites Europeall in fee, Allianz, fees, Fund Governance, performance feesfpadmin

“Allianz Global Investors is sticking with its outperformance fee share classes in the UK, despite a lack of assets and … Continue reading AllianzGI holds onto performance fees – Ignites Europe →

FCA pushes asset managers to assess profitability – Ignites Europe

May 12, 2021Article, Ignites EuropeAssessment of Value, economies of scale, FCA, fees, Fund Governance, regulationfpadmin

The UK financial watchdog says some fund boards have misinterpreted its rules for value assessments and are failing to analyse … Continue reading FCA pushes asset managers to assess profitability – Ignites Europe →

Schroders expands value review to European funds – Ignites Europe

March 19, 2021Article, Ignites EuropeAssessment of Value, Central Bank of Ireland, CSSF, ESMA, fees, Fund Governance, regulation, valuefpadmin

‘Schroders is starting to apply its approach to UK assessments of value across all its European and global fund ranges, … Continue reading Schroders expands value review to European funds – Ignites Europe →

Investors receive 50% discount following move out of legacy retail classes

February 24, 2021Article, Investment WeekAssessment of Value, clean, FCA, fees, Fitz, legacy, management fee, regulation, retailfpadmin

Fitz Partners found that for retail investors invested in about 600 fund products, 51% of the total number of products … Continue reading Investors receive 50% discount following move out of legacy retail classes →

UK firms slash £120m in charges following value reforms – Ignites Europe

February 24, 2021Article, Ignites EuropeAssessment of Value, clean, fees, fitz partners, Fund Governance, regulation, retail, UKfpadmin

UK asset managers have cut at least £120m (€139m) in ongoing charges following the introduction of reforms that require firms … Continue reading UK firms slash £120m in charges following value reforms – Ignites Europe →

Esma launches costs and fees probe – Ignites Europe

January 7, 2021Article, Ignites EuropeESMA, fees, Fund Governance, regulationfpadmin

The European Securities and Markets Authority said yesterday that it has launched a common supervisory action on the supervision of … Continue reading Esma launches costs and fees probe – Ignites Europe →

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Recent Posts

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