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MENUMENU
  • Home
  • Products
    • Fund Fees Databases
      • Fund Charges Databases
      • Portfolio Turnover & Trading Fees
      • Fund Fees Review Report
    • Benchmarking Reports
      • Directors Fees Benchmarking Report
      • Investment Advisory Fees
      • Performance Fees
    • Board Reporting & Customised Fee Reviews
      • Board Reporting & Customised Peer Group Analysis
      • Independent Fee Calculations
    • Other Research
  • FITZ Research & News
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Board Reporting & Customised Fee Reviews

FITZ Customised Peer Group Analysis & Board Reporting

FITZ Customised Peer Group Analysis & Board Reporting

FITZ Partners offers customised Board Reports and fee review analysis to asset managers, allowing a detailed independent review of a funds’ share classes on cost and performance. FITZ Partners handles the full fee review and benchmarking process, from peer group construction to the publishing of high quality pdf reports, directed at fund directors or fee committees.

FITZ Independent Calculation Service

FITZ Independent Calculation Service

FITZ Partners delivers independent and timely fund fees calculations to asset managers for their regulatory, reporting and distribution requirements, as well as ad hoc overall audit of their fee disclosures in the financial accounts.

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