management fee

Fees from ESG funds jump almost 400% despite brutal 2022 for asset managers – Financial News

Sustainable bond funds saw the biggest revenue increase in percentage terms, jumping 384% last year to $215m, according to estimates exclusively provided to Financial News by Fitz Partners. Fitz Partners, which analysed the retail share classes of more than 3,500 European funds, excluding ETFs, found the steep rise in revenues coincided with a 343% jump in average

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UK’s cheapest ACD ditches fixed fee model – Ignites Europe

The UK’s cheapest authorised corporate director has tweaked its fee structure, signalling wider trends about regulatory costs facing the industry. Valu-Trac transitioned from fixed fees to an ad valorem fee structure – a percentage of assets under management – at the start of the year, people close to the host ACD say. view full article

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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 specialist fee research firm has assessed the management fees of 1,300 funds domiciled in Luxembourg, Ireland and the UK, stripping out investment advisory fees – which pay for portfolio managers and research analysts – to

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Fitz Partners: Fund revenue margins drop 10% in 3 years, multi-asset offers hope – The Desk

In the latest edition of its ‘Investment Advisory Fee Benchmarking Report’, fund research company Fitz Partners has looked at the different costs which make up fund management fees and also an estimate of fund margin levels. The latest Fitz Partners’ research is based on asset managers’ confidential fee schedules and covers over 1,300 funds with

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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 disclosure rules, says a senior fund executive. Ben Conway, head of fund management at Hawksmoor Investment Management, says the rules, which require funds of funds to include underlying fund charges in a single charge figure,

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Investors in unbundled share classes charged lower fees thanks to economies of scale – Funds Europe

Fees paid by retail investors who invest in funds with ‘clean’ share classes have significantly dropped since 2016, research shows. The ongoing charges figure (OCF) for many cross-border European funds investing in equities has fallen by 7% while assets have climbed 86% over the period, according to research by Fitz Partners. To read the article,

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