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?
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
Price gap between ESG funds and conventional peers narrows: Fitz
The difference in fees charged by environmental, social and governance funds in Europe and their conventional peers has narrowed over … Continue reading Price gap between ESG funds and conventional peers narrows: Fitz
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
HSBC underwhelms with tiered fees – Ignites Europe
‘…Fitz estimates that HSBC’s tiered management fee would represent a 3.6 per cent cut to the firm’s revenues across its … Continue reading HSBC underwhelms with tiered fees – Ignites Europe
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
UK value assessments fail to tackle expensive fixed fees – Ignites Europe
Experts say the fixed fee model does not pass on savings from economies of scale UK fund boards have failed … Continue reading UK value assessments fail to tackle expensive fixed fees – Ignites Europe
ESG boom generates 300% jump in revenues for asset managers
Exclusive data provided to Financial News by Fitz Partners, a firm which specialises in fund fee analysis, show the management fees generated … Continue reading ESG boom generates 300% jump in revenues for asset managers
“ESG funds not more expensive, research finds” – Ignites Europe
New research has debunked the idea that funds integrating environmental, social and governance factors charge higher average fees than their … Continue reading “ESG funds not more expensive, research finds” – Ignites Europe