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
Investors in unbundled share classes charged lower fees thanks to economies of scale
Fees paid by retail investors who invest in funds with ‘clean’ share classes have significantly dropped since 2016, research shows. … Continue reading Investors in unbundled share classes charged lower fees thanks to economies of scale