fees

Irish directors wary of new governance rules – Ignites Europe

Article, Ignites Europe /

Irish fund directors have criticised recent measures by the Central Bank of Ireland to force boards to more closely monitor investment performance… “The Irish regulator says boards must consider “if the Ucits [fund] has delivered on the stated objective, and remains a viable and suitable investment for investors” and whether the fees charged are “appropriate […]

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Clients willing to pay more for large firms, says UBS – Ignites Europe

Article, Ignites Europe /

…“Aleksandar Ivanovic, global head of client coverage and head of Switzerland at UBS AM, says wholesale intermediaries are prepared to pay slightly more for a firm with a wider range of services in order to free up time with customers. […] wholesale clients want a “more narrowly defined set of partners” to work with. This

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Baillie Gifford rejects using performance fees – Ignites Europe

Article, Ignites Europe /

Baillie Gifford has no plans to adopt performance-related fees for its funds, despite a senior executive at the firm recently advocating that asset managers should use the charging model to be fairer to investors. The decision comes as more firms grapple with the competing challenges of demonstrating value for money at the same time as

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Irish regulator finds performance fee compliance failures – Ignites Europe

Article, Funds Europe /

The Irish regulator has uncovered multiple failings over the calculation and disclosure of performance fees, suggesting that asset managers may have overcharged clients. The Central Bank of Ireland, which unveiled its findings today, has required that all fund boards review the use of performance fees to ensure local regulatory guidance is applied. view full article

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Asset management roundup: French regulator examines fund fees

Article /

Fund research company Fitz Partners has launched a service intended to allow fund fee committees and fund directors to evaluate share classes on fees, asset size and performance. In a statement, the company said it launched the fund board reporting service “in response to greater demand for better fund governance and investment managers’ requirements for ’value

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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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