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Inducement ban could boost retail ETF investment, says EU commissioner – Ignites Europe

The EU’s financial services chief has said an EU-wide ban on inducements could enable greater retail investment in exchange traded funds, leading to better returns for consumers. Mairead McGuinness, European commissioner for financial stability, financial services and the capital markets union, says inducements paid to financial advisers by product manufacturers are leading to poor outcomes […]

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Cost of Ucits funds for retail investors continues ‘slow’ decline: Esma – Ignites Europe

The cost of Ucits funds for retail investors has continued its steady decline, according to an annual update by the European markets watchdog, which nonetheless warns of the “high” charges levied by some products. In its fifth annual report on the costs and performance of EU retail investment products, covering trends up to the end

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First Sentier absorbs £95,000 in costs with fee cap change – Ignites Europe

First Sentier Investors will absorb more third-party expenses that were previously charged to investors in its UK fund range in response to findings from its latest annual assessment of value. The asset manager is also reducing management fees on several global emerging market funds and an Indian equities fund that were more expensive than their

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Brussels considers UK-style value for money legislation – Ignites Europe

The European Commission is considering requiring asset managers to prepare ongoing value for money assessments of their funds, Ignites Europe has learned. The EU could follow in the footsteps of the UK, which has required firms to assess the value their funds deliver to investors each year since 2019. view full article

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Lux watchdog warns firms on fund charges – 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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Fund profit margins squeezed: research – Ignites Europe

European funds’ profit margins have been squeezed over the past three years, according to new research by Fitz Partners. The specialist fee research firm has assessed the management fees of 1,300 funds domiciled in Luxembourg, Ireland and the UK, stripping out investment advisory fees – which pay for portfolio managers and research analysts – to

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Fitz Partners: Fund revenue margins drop 10% in 3 years, multi-asset offers hope – The Desk

In the latest edition of its ‘Investment Advisory Fee Benchmarking Report’, fund research company Fitz Partners has looked at the different costs which make up fund management fees and also an estimate of fund margin levels. The latest Fitz Partners’ research is based on asset managers’ confidential fee schedules and covers over 1,300 funds with

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European independent directors paid up to 100 times more than others – Funds Europe

The variation in remuneration for European independent directors on fund boards is significant, ranging from €1,000 to over €100,000 per year, per director, according to research by Fitz Partners. The research firm’s report found that directors who are the sole independent director for their fund board are paid substantially more than directors who are one of

European independent directors paid up to 100 times more than others – Funds Europe Read More »

JO Hambro has no plans to use ‘fairer’ fee calculation in UK – Ignites Europe

… “Laura Guthrie, director of research at Fitz Partners, a specialist fee research firm, says “a number of fund ranges” have been updating their performance fee methodologies following the publication of the European Securities and Markets Watchdog’s guidelines.” view full article

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