Keyword: MERs and management fees

217 results found
plant with coins

Active equity and bond funds generally outperformed passive funds for the year

VC firm charged 10 years of fees upfront, drawing investors ire

Portfolio advisory changes to certain equity funds have also been announced

The bank also proposed changes to the investment objectives of two ETFs

  • By: IE Staff
  • August 19, 2021 August 19, 2021
  • 12:17
client meeting

A report for the MFDA uses behavioural insights to recommend expanded cost reporting

female advisor with laptop

An FCA review has found fund managers' self-assessments are sadly lacking

Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA

At a joint meeting, regulators focused on harmonizing total cost reporting for mutual funds and seg funds

The fund will now use a proprietary factor model to minimize volatility

  • By: IE Staff
  • May 28, 2021 May 28, 2021
  • 11:09

The company also announced fee reductions for three other funds

  • By: IE Staff
  • May 13, 2021 May 13, 2021
  • 10:27

ESMA will focus on fund costs in the year ahead