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
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
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
Schroders’ £1bn fund breakpoint ‘way too high’ – Ignites Europe
Schroders says its UK funds must reach at least £1bn (€1.1bn) in assets before the benefits of economies of scale … Continue reading Schroders’ £1bn fund breakpoint ‘way too high’ – Ignites Europe
Amundi leads industry push for performance fee share classes – Ignites Europe
Amundi is leading a group of European asset managers that are increasingly using share classes with performance fees in response … Continue reading Amundi leads industry push for performance fee share classes – Ignites Europe
‘Twin’ performance fee share classes across Europe offer a 22 per cent discount in management fees
In its latest research, Fitz Partners has identified 22 promoters offering 167 sets of ‘Twin’ share classes domiciled either in … Continue reading ‘Twin’ performance fee share classes across Europe offer a 22 per cent discount in management fees
Funds’ investment managers continue to lower fees
Portfolio management firms working for investment funds have dropped their investment advisory fees for the second year running. Average investment … Continue reading Funds’ investment managers continue to lower fees
Fund companies cut costs to protect shrinking profits
… “According to analysis by Fitz Partners, the fund research company, investment companies have reduced their headline management fees by … Continue reading Fund companies cut costs to protect shrinking profits
Front-office fees fall amid cost tightening – Ignites Europe
Asset managers are being forced to trim costs in the front office as pricing pressure continues to erode their margins. … Continue reading Front-office fees fall amid cost tightening – Ignites Europe