retail

Inducement ban could boost retail ETF investment, says EU commissioner – Ignites Europe

Article, Ignites Europe /

The EU’s financial services chief has said an EU-wide ban on inducements could enable greater retail investment in exchange traded funds, leading to better returns for consumers. Mairead McGuinness, European commissioner for financial stability, financial services and the capital markets union, says inducements paid to financial advisers by product manufacturers are leading to poor outcomes […]

Inducement ban could boost retail ETF investment, says EU commissioner – Ignites Europe Read More »

MEP pours cold water on proposal to ban inducements – Ignites Europe

Article, Ignites Europe /

“…Last week members of the European Parliament’s economic and monetary affairs committee proposed an outright ban for investment firms to “solicit or accept” any remuneration, payment or benefit for providing a service to a “retail” client, except if directed by the client itself or on their behalf.” view full article

MEP pours cold water on proposal to ban inducements – Ignites Europe Read More »

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

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,

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

Fund managers retain only 41 per cent of the total cost paid by retail investors, EFAMA finds – Wealth Adviser

Article, Wealth Adviser /

The European Fund and Asset Management Association (EFAMA) has today released its latest Market Insights report, Perspective on the costs of UCITS. The full report breaks down the costs of UCITS, focusing on the fees charged for the different services provided along the investment fund value chain and distinguishing between the product cost for which

Fund managers retain only 41 per cent of the total cost paid by retail investors, EFAMA finds – Wealth Adviser Read More »

Investors receive 50% discount following move out of legacy retail classes -Investment Week

Article, Investment Week /

Fitz Partners found that for retail investors invested in about 600 fund products, 51% of the total number of products with a remaining legacy retail class in place, had been moved to cheaper classes. The research also revealed that the discounts received by investors after they had been moved ranged from 24% to 67%, with

Investors receive 50% discount following move out of legacy retail classes -Investment Week Read More »

UK firms slash £120m in charges following value reforms – Ignites Europe

Article, Ignites Europe /

UK asset managers have cut at least £120m (€139m) in ongoing charges following the introduction of reforms that require firms to assess the value of their funds. New research by Fitz Partners, a specialist fee research firm, shows that investors in 600 funds have recently been moved to lower charging share classes. view full article

UK firms slash £120m in charges following value reforms – Ignites Europe Read More »

Esma rejects EU-wide ban on inducements – Ignites Europe

Article, Ignites Europe /

Policymakers had been considering whether inducements for the provision of retail investment products should be banned across the EU, as they already are in the Netherlands and the UK. However, Esma has concluded that a complete ban on inducements could backfire as the distribution market in many EU member states is dominated by banks. view full article

Esma rejects EU-wide ban on inducements – Ignites Europe 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.
CANDRIAM
We appreciate you sharing your expertise with us and allowing a free exchange of views and industry knowledge with our team.
VONTOBEL Asset Management
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
AXA – IM
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.
AMUNDI Asset Management
Thank you for your excellent support and responsiveness. The Fund Charges database and benchmarking reports are extremely useful for Luxembourg transfer pricing purposes.
Elvinger Hoss Prussen
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.
AMUNDI Asset Management
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