profitability

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

Article, The Desk / fpadmin

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

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

What our clients say

Fitz Partners is providing industry top quality fee data on a wide array of share classes for a large number of funds and Asset Managers. They are providing a top-notch service.

We appreciate you sharing your expertise with us and allowing a free exchange of views and industry knowledge with our team.

Once again, thank you for delivering the Fitz Board Reports over a number of years now, and proceeding with the discussed development to make the reporting in line with our needs for the FCA requirements. The AoV reporting for cost was very well received by the Board

Thank you for being so responsive and delivering the 250+ share classes customised fee benchmarking report using our proposed share class pricing following the merger. It has been extremely useful, and we appreciated the way you presented our fund fees and share classes in the executive summary.

Thank you for your excellent support and responsiveness. The Fund Charges database and benchmarking reports are extremely useful for Luxembourg transfer pricing purposes.

Thank you for making yourself available for our ongoing internal discussions on performance fees. Our team finds the access to the performance fee database very valuable and it makes their review process so much easier and quicker.

profitability

Fund profit margins squeezed: research – Ignites Europe

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

What our clients say

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