economies of scale

FCA pushes asset managers to assess profitability – Ignites Europe

Article, Ignites Europe /

The UK financial watchdog says some fund boards have misinterpreted its rules for value assessments and are failing to analyse the profitability of their product ranges. Since September 2019 UK authorised fund managers must carry out an assessment of the value their funds are delivering to investors each year, evaluating seven criteria including performance, costs […]

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Fee war escalates across Europe’s fund industry

Article, Financial Times /

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

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

Article, General, Ignites Europe /

Schroders says its UK funds must reach at least £1bn (€1.1bn) in assets before the benefits of economies of scale can be passed on to investors – a claim rubbished by experts who say the so-called fee breakpoint could be significantly lower. The UK asset manager’s plans to reduce charges for retail investors on its largest funds

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

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

Article, Ignites Europe /

The UK’s financial watchdog has urged fund boards to actively challenge investment managers over the value they deliver to retail clients. In an interview with Ignites Europe, Nick Miller, head of the asset management department at the Financial Conduct Authority, warns that it is “not good enough” for boards to take a box-ticking approach to new

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

Merian to review fee structures following value assessment – Ignites Europe

Article, Ignites Europe /

“Merian Global Investors’ UK fund board is to review the pricing structure of its funds to ensure that cost savings from future asset growth are passed on to investors. The firm’s UK funds have fixed fees, covering management, administration and other operating costs. This type of fee model has recently been criticised for charging investors

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Asset managers ‘should cut fees as assets rise’, says CFA UK – Ignites Europe

Article, Ignites Europe /

Asset managers should embed cuts to funds’ annual charges as assets rise, in a move that would slash firms’ revenues and make fees fairer to investors, according to a professional body for investment professionals. Ignites Europe estimates that the move, if widely adopted, could deprive asset managers of tens of millions in fee revenues. view

Asset managers ‘should cut fees as assets rise’, says CFA UK – 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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