Fitz Partners launches reporting service to review funds' 'value for money'

European first

Mike Sheen
clock
Fitz Partners' CEO Hugues Gillibert
Image:

Fitz Partners' CEO Hugues Gillibert

Independent fund research company Fitz Partners has launched a fund board reporting service, enabling committees and fund directors to evaluate share classes on fees, asset size and performance.

Fitz Board Reports (FBR), which leverages Fitz' fee breakdown, share class and peer group construction data, has been launched in response to greater demand for "better fund governance and investment managers' requirements for value for money reviews", the firm said.   Warning new MiFID II fund transaction cost methodology will 'mislead' investors as asset managers come under fire FBR is a first in Europe, with similar products available in the US, where regulatory requirements necessitate boards to undertake fund reviews of this kind. Fitz Partners' CEO Hugues Gillibert said the f...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

Trustpilot