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ESMA – Supervisory briefing on the supervision of costs in UCITS and AIFs

June 4, 2020ESMA, ReportESMA, fees, Fund Governance, regulationfpadmin

The European Securities and Markets Authority (ESMA), the EU’s securities markets regulator, has published today a supervisory briefing on the supervision by … Continue reading ESMA – Supervisory briefing on the supervision of costs in UCITS and AIFs →

European performance fee rate reaches 17% – Ignites Europe

June 3, 2020Article, Ignites EuropeCentral Bank of Ireland, ESMA, fees, Fitz, performance fees, regulationfpadmin

Performance fee data published by Fitz Partners this month indicates that the average performance fee rate charged by funds in Europe has … Continue reading European performance fee rate reaches 17% – Ignites Europe →

Schroders’ £1bn fund breakpoint ‘way too high’ – Ignites Europe

May 20, 2020Article, General, Ignites EuropeAssessment of Value, economies of scale, fees, Fitz, management feefpadmin

Schroders says its UK funds must reach at least £1bn (€1.1bn) in assets before the benefits of economies of scale … Continue reading Schroders’ £1bn fund breakpoint ‘way too high’ – Ignites Europe →

Index-tracker costs give ETFs a run for their money

May 5, 2020Article, Funds EuropeETF, fees, Fitz, Index Tracker, Passive, RDRfpadmin

Charges for traditional index-tracking funds have steadily decreased over the past four years and are in some cases lower than … Continue reading Index-tracker costs give ETFs a run for their money →

Invesco cuts fees on UK range as board assesses value – Ignites Europe

April 24, 2020Article, Ignites EuropeAssessment of Value, fees, Fitz, regulation, value for moneyfpadmin

Invesco has decided to cut fees on a range of UK-domiciled funds, as the firm assesses the value of the … Continue reading Invesco cuts fees on UK range as board assesses value – Ignites Europe →

FCA pushes back deadline for fund value assessments – Ignites Europe

April 7, 2020Article, Ignites EuropeAssessment of Value, FCA, regulation, value for moneyfpadmin

The UK financial regulator has extended the deadline for annual fund value assessments by two months, to give managers leeway … Continue reading FCA pushes back deadline for fund value assessments – Ignites Europe →

Esma curbs high-watermark performance fees – Ignites Europe

April 6, 2020Article, Ignites EuropeBaFin, Central Bank of Ireland, ESMA, fees, High-Watermark, performance fees, regulationfpadmin

Europe’s markets watchdog is pushing ahead with plans to limit the ability of funds with high-watermark performance fee structures to … Continue reading Esma curbs high-watermark performance fees – Ignites Europe →

Esma rejects EU-wide ban on inducements – Ignites Europe

April 2, 2020Article, Ignites Europeclean, ESMA, fees, Mifid II, RDR, retail, trail commissionfpadmin

Policymakers had been considering whether inducements for the provision of retail investment products should be banned across the EU, as … Continue reading Esma rejects EU-wide ban on inducements – Ignites Europe →

UK fund boards must ‘challenge’ firms, warns FCA – Ignites Europe

March 23, 2020Article, Ignites EuropeAssessment of Value, economies of scale, FCA, fees, performance, valuefpadmin

The UK’s financial watchdog has urged fund boards to actively challenge investment managers over the value they deliver to retail … Continue reading UK fund boards must ‘challenge’ firms, warns FCA – Ignites Europe →

Merian to review fee structures following value assessment – Ignites Europe

March 12, 2020Article, Ignites EuropeAssessment of Value, economies of scale, fixed feefpadmin

“Merian Global Investors’ UK fund board is to review the pricing structure of its funds to ensure that cost savings … Continue reading Merian to review fee structures following value assessment – Ignites Europe →

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  • FCA warns on firms’ readiness for consumer duty – Ignites Europe
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