Board Reporting & Customised Fee Reviews
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 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.