Carne Group: Asset managers expect ‘significant increase’ to margin pressure over next two years
Traditional managers set to be hit harder, according to Q3 survey
Fees
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Asia Dragon proposes merger with Invesco Asia
The newly-created FTSE 250 company will lower ongoing fees to below 0.7%
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Track to the Future – with Fidante’s Adam Brown
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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20% of funds face rerating as Morningstar alters rating methodology
The majority (85%) of funds affected will likely have their ratings relegated now that management fees are taken into account
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Quilter Cheviot reduces MPS fees
MPS added to platforms from Aegon and Nucleus
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Track to the Future – with Sarasin & Partners’ Christopher Cade
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Morningstar: ESG funds are cheaper than conventional strategies
Funds that converted to ESG strategies lowered their costs by 20 basis points on average
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Censuswide: Lower fees and client interest alignment are the most important boutique attributes
While research commissioned by Nedgroup Investments found ownership and structure was a particular risk when using a smaller firm
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Morningstar: Active managers find value in fixed income but passives still favoured
According to Morningstar’s latest Active/Passive Barometer report
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Fund managers are failing to comply with FCA’s Assessment of Value requirements
Simplify Consulting’s James Wood explains why fee transparency is still not up to scratch
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AJ Bell: 36% of active funds outperform passive in 2023
Funds that outperform hold lower average fee than underperformers, according to the platform
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FE Fundinfo announces distribution channel services
aimed towards asset managers facing fee changes
