Fitz Research & News

FITZ Partners Ltd is a London-based fund research company specialising in the detailed calculations of fund fees and expenses and delivering Pan-European fund fee benchmarks.

Events

News

Financial News

September 4, 2024

Performance fees slump as fund managers struggle to deliver – Financial News

Fees charged for beating benchmarks dropped last year as active funds failed to shine View Article here

Ignites Europe

July 15, 2024

Cost-cutting risks robust fund governance, expert says – Ignites Europe

Hugues Gillibert, chief executive of Fitz Partners, which provides fee analysis to fund boards, does not think governance has been undervalued so

Ignites Europe

June 19, 2024

Money market fund fees rise as subsidies decline – Ignites Europe

Average annual ongoing charges of money market Ucits funds rose from 0.1 per cent in 2021 to 0.16 per cent

What our clients say

Fitz Partners is providing industry top quality fee data on a wide array of share classes for a large number of funds and Asset Managers. They are providing a top-notch service.

We appreciate you sharing your expertise with us and allowing a free exchange of views and industry knowledge with our team.

Once again, thank you for delivering the Fitz Board Reports over a number of years now, and proceeding with the discussed development to make the reporting in line with our needs for the FCA requirements. The AoV reporting for cost was very well received by the Board

Thank you for being so responsive and delivering the 250+ share classes customised fee benchmarking report using our proposed share class pricing following the merger. It has been extremely useful, and we appreciated the way you presented our fund fees and share classes in the executive summary.

Thank you for your excellent support and responsiveness. The Fund Charges database and benchmarking reports are extremely useful for Luxembourg transfer pricing purposes.

Thank you for making yourself available for our ongoing internal discussions on performance fees. Our team finds the access to the performance fee database very valuable and it makes their review process so much easier and quicker.