Killian Lonergan from BBH meets with Laura Guthrie, Research Director at Fitz Partners, to put fee structuring into a broader context using data. listen to podcast
Simplifying Cross-Border Fund Distribution – Episode 1: Understanding fund fees – BBH Read More »
Cut-throat price competition among tracker fund providers is fuelling the war on fees across Europe’s investment industry with active managers joining their passive counterparts in axing fees to attract new investors and retain existing clients. Fees for exchange traded funds have fallen by 30 per cent over the past three years while index-tracking mutual fund
Fee war escalates across Europe’s fund industry Read More »
One third of asset managers in Europe are offering lower fees on selections of share classes in a push to make investment into newly launched funds more attractive, finds London-based research firm Fitz Partners. view full article
One-third of asset managers now offer early-bird share classes to European investors in a bid to boost interest in newly launched funds, according to Fitz Partners’ research. view full article
Third of asset managers offer ‘early-bird’ European fund share classes – Investment Week Read More »
Allianz Global Investors is weighing the merits of offering loyalty discounts to fund investors as asset managers adopt increasingly innovative fee structures in a competitive marketplace. Loyalty discounts are not understood to be currently used by any European funds and setting them up would face significant challenges, experts say. view full article
AllianzGI explores discounts for loyal fund investors – Ignites Europe Read More »
More fund houses are using so-called early-bird discounts as they recognise the importance of attracting assets early if a fund is to grow significantly over its lifetime, according to experts. view full article
AllianzGI fund launch latest to use early-bird discount – Ignites Europe Read More »