Fees & Costs – Page 25
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NewsMiFID II: Why DB funds could save from research cost unbundling
Unbundling of research costs set to have tax implications
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FOHF assets plummet amid cost pressure, direct investment growth
Assets fell by a third since the crisis as investors have taken more control over the asset class
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Country ReportConsultants enquiry: Industry pushes back at CMA proposals [updated]
Initial feedback to competition enquiry highlights difficulties with watchdog’s ideas
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NewsEU, US regulators clear path for MiFID II research provision
Providers based outside of the EU can continue to bundle research costs under certain circumstances
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Dutch property investors fear tax backlash from coalition agreement
Dividend tax of 15% to be replaced by 21% corporate tax for direct investments
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Swiss economist warns pension funds of overdiversification
Peter Meier says smaller pension funds need to focus on one strategy
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Fee pressure dampens manager revenues despite AUM growth
Also: MiFID II research cost unbundling rule to speed up consolidation
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EU regulators to examine charges, performance transparency
Commission assigns mandate for large-scale study of retail investment products
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Brussels lobby group urges EU over fee transparency
Better Finance issues latest version of analysis previously criticised by PensionsEurope
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MiFID II update: Fund research costs a sign of alpha, says Amundi CEO
Also: SSGA, Columbia Threadneedle to absorb research costs; DC Thomson invests in research offering
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NewsUK roundup: UBS awarded £11bn passive LGPS mandate
Also: Plumbing company scheme agrees £600m buy-in; Allianz backs transparency code
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NewsHow MiFID II could ‘accelerate’ long-term investing
Kempen CIO argues investment research changes could benefit those with a long-term focus
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Country ReportUK roundup: BlackRock backs LGPS cost transparency code
Also: Tesco halves deficit with discount rate switch; Mencap pension scheme selects fiduciary
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NewsAlternatives trade body develops cost disclosure for hedge funds
Standarised ratio intended to aid comparisons and monitoring of structural costs in alternative asset classes
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Asset management roundup: GSAM to cover MiFID II research costs
Also: Natixis makes Australian acquisition, Swiss pension fund targets US muni bonds
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NewsFidelity introduces risk-sharing fund fee in global overhaul [updated]
Asset management giant also declares intention to charge clients directly for research, bucking industry trend
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NewsUK roundup: Poor governance could see trustees exit, says TPR
Also: ONS data shows record pension membership; PPF to reduce industry levy bill
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FCA to prep further consultation on transparency in asset management
Consultation to cover benchmarking, performance reporting and could include all-in fee
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Higher cost strategies outperform for Swiss Pensionskassen
Complementa study indicates simple, cheap approaches are not always successful
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NewsLow-cost, passively run funds outperformed in 2016: researchers
TPRA argued that active management didn’t result in consistent outperformance
