Performance fee rules across Europe lacking harmony
Around 52% of performance fee structures already adhere to ESMA performance fee recommendations, ahead of the restrictions that will come … Continue reading Performance fee rules across Europe lacking harmony
Investors receive 50% discount following move out of legacy retail classes
Fitz Partners found that for retail investors invested in about 600 fund products, 51% of the total number of products … Continue reading Investors receive 50% discount following move out of legacy retail classes
Fee war escalates across Europe’s fund industry
Cut-throat price competition among tracker fund providers is fuelling the war on fees across Europe’s investment industry with active managers … Continue reading Fee war escalates across Europe’s fund industry
Liontrust’s claims of best practice for fees under scrutiny – Ignites Europe
Liontrust’s directors have claimed that its fixed administration charge follows industry best practice, despite other firms increasing their use of … Continue reading Liontrust’s claims of best practice for fees under scrutiny – Ignites Europe
Price war for plain vanilla ETFs may be over, professionals say – Ignites Europe
The fierce price war among providers of traditional exchange traded funds may be over, with many industry professionals saying that … Continue reading Price war for plain vanilla ETFs may be over, professionals say – Ignites Europe
Asset managers halve fees to attract investors to new mutual funds
One third of asset managers in Europe are offering lower fees on selections of share classes in a push to … Continue reading Asset managers halve fees to attract investors to new mutual funds
Third of asset managers offer ‘early-bird’ European fund share classes
One-third of asset managers now offer early-bird share classes to European investors in a bid to boost interest in newly … Continue reading Third of asset managers offer ‘early-bird’ European fund share classes
Fee pressure in passive asset management
A review by Fitz Partners, a London-based fund research company specialising in the detailed calculations of fund fees and expenses … Continue reading Fee pressure in passive asset management
Assets in European clean classes ‘may have peaked’ – Ignites Europe
Growth in client assets moving to rebate-free share classes for European cross-border funds has stalled, suggesting that the impact of … Continue reading Assets in European clean classes ‘may have peaked’ – Ignites Europe
European performance fee rate reaches 17% – Ignites Europe
Performance fee data published by Fitz Partners this month indicates that the average performance fee rate charged by funds in Europe has … Continue reading European performance fee rate reaches 17% – Ignites Europe