Jupiter scraps ‘box profits’ amid harsher regulatory scrutiny
Jupiter Fund Management has announced several key changes to its charges in its final results, amid mounting pressure from industry watchdogs on fee clarity.
Fees
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PA ANALYSIS: Time to put an end to rip-off passive funds
Active managers are under pressure like never before to either justify or cut their fees, but have passive funds been getting an easier ride than they deserve as a consequence?
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PA ANALYSIS: FCA report puts closet trackers on the rack
Unsurprisingly, most of the responses hitting the inboxes of industry journalists through the course of an otherwise quiet Friday began with “welcoming” messages to the FCA interim report on the asset management industry.
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FCA proposes single fund charge; challenges active managers
The FCA has criticised the “weak price competition” among asset managers, attacking actively managed funds for failing to outperform their benchmark once fees have been taken into account.
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10 YEARS OF PA: More fund choice, but lower costs
As Portfolio Adviser celebrates its 10th anniversary, we reflect back to inform our view on what challenges the investment industry will encounter in the decade to come.
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European Wealth revises charging structure to lift financial planning arm
European Wealth has announced it will alter its fee structure after its financial planning arm saw disappointing turnover and the overall group reported losses in the first half of the year.
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PA ANALYSIS: Woodford’s bold move puts pressure on whole industry
Neil Woodford’s peers in fund management have once again been caught off guard by a bold move from Britain’s best known investor.
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Fund fees decrease across Europe – Morningstar
The average net expense ratios of European-domiciled funds have come down across the board since 2013, according to a study by Morningstar.
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IA says hidden fund fees are like Loch Ness monster
A research paper published by the Investment Association has offered evidence which it says calls into question claims hidden fund fees are prevalent in the asset management industry.
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PA OPINION: Zero-fee funds? Be careful what you wish for
Talk of a 0% fee for passive investing is an enticing prospect, but as core funds become cheaper so groups are encouraged to over-complicate the satellite.
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Asset managers should expect more fee pressure from DFMs – Cerulli
Active asset managers can expect growing pressure on fees from DFMs, according to a study from data company Cerulli Associates.
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Franklin Templeton slashes UK equities fees
Franklin Templeton Investments has made big cuts to the fees on three of its UK equities funds.