Does UK RDR show the EU must ban fund retrocessions?
EU fund managers remain entrenched on fund retrocessions, while the UK has tentatively shown that banning commissions could be healthy … Continue reading Does UK RDR show the EU must ban fund retrocessions?
Simplifying Cross-Border Fund Distribution – Episode 1: Understanding fund fees
Killian Lonergan from BBH meets with Laura Guthrie, Research Director at Fitz Partners, to put fee structuring into a broader … Continue reading Simplifying Cross-Border Fund Distribution – Episode 1: Understanding fund fees
ESG funds continue to attract lower fees
ESG funds remain cheaper than non-ESG products, according to research by Fitz Partners. The number of ESG-labelled fund products in … Continue reading ESG funds continue to attract lower fees
Fee Income From ESG Funds is on the Rise
Rising fee income from ESG funds was a bright spot in an otherwise bleak year for asset managers. Asset managers … Continue reading Fee Income From ESG Funds is on the Rise
Fees from ESG funds jump almost 400% despite brutal 2022 for asset managers
Sustainable bond funds saw the biggest revenue increase in percentage terms, jumping 384% last year to $215m, according to estimates … Continue reading Fees from ESG funds jump almost 400% despite brutal 2022 for asset managers
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 … Continue reading Fund profit margins squeezed: research – Ignites Europe
Fitz Partners: Fund revenue margins drop 10% in 3 years, multi-asset offers hope
In the latest edition of its ‘Investment Advisory Fee Benchmarking Report’, fund research company Fitz Partners has looked at the … Continue reading Fitz Partners: Fund revenue margins drop 10% in 3 years, multi-asset offers hope
Performance fee controversy sparks warning – Ignites Europe
European fund boards are obliged to ensure performance fees are aligned with investors’ interests. Fund directors have been put … Continue reading Performance fee controversy sparks warning – Ignites Europe
Fitz Partners News: Fund Governance, Regulations & Fund Boards
We have picked the main current areas of discussion across the European fund industry linked to fund governance: ESMA Common … Continue reading Fitz Partners News: Fund Governance, Regulations & Fund Boards
Fund manager warns of ‘ridiculous’ charges disclosure – Ignites Europe
Funds of funds are being made to look a lot more expensive than they are due to “ridiculous” charge … Continue reading Fund manager warns of ‘ridiculous’ charges disclosure – Ignites Europe