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Lux watchdog warns firms on fund charges – Ignites Europe

Article, Ignites Europe /

Luxembourg’s financial regulator has flagged shortcomings in asset managers’ setting of fee levels and ongoing charges calculations following a probe of the local market. The warning comes in the Commission de Surveillance du Secteur Financier’s feedback report, published yesterday, following the common supervisory action on the supervision of costs and fees of Ucits, launched by the European […]

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Performance fee rules across Europe lacking harmony – Investment Week

Article, Investment Week /

Around 52% of performance fee structures already adhere to ESMA performance fee recommendations, ahead of the restrictions that will come fully into force all over Europe in the coming year. Although all funds are not yet fully compliant with these guidelines, …[Fitz Partners]… research shows that many funds have seen their performance fee structures changed

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Schroders expands value review to European funds – Ignites Europe

Article, Ignites Europe /

‘Schroders is starting to apply its approach to UK assessments of value across all its European and global fund ranges, according to its global head of product.’ ‘…Influenced by the approach of the UK Financial Conduct Authority, regulators in the EU have been intensifying their scrutiny of “the pricing process” and “undue costs”, which may

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Lux regulator steps up performance fee scrutiny – Ignites Europe

Article, Ignites Europe /

Luxembourg’s financial watchdog is stepping up its scrutiny of performance fees, according to people with knowledge of the matter. The Commission de Surveillance du Secteur Financier is considering putting rules on structuring fund performance fees in place […] Last month the Central Bank of Ireland proposed converting existing guidance on the crystallisation of performance fees

Lux regulator steps up performance fee scrutiny – Ignites Europe Read More »

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.
CANDRIAM
We appreciate you sharing your expertise with us and allowing a free exchange of views and industry knowledge with our team.
VONTOBEL Asset Management
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
AXA – IM
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.
AMUNDI Asset Management
Thank you for your excellent support and responsiveness. The Fund Charges database and benchmarking reports are extremely useful for Luxembourg transfer pricing purposes.
Elvinger Hoss Prussen
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.
AMUNDI Asset Management
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