| | Tiered fees could mean lower fees
That is the view of CFA UK, whose Andrew Burton met with Philippa Aylmer to discuss their recent report which strongly endorsed tiered fees for retail funds and recommended that managers and fund boards should actively consider how they can be introduced.
More news from Cerulli finds that ESG is gathering pace within the wealth management community and will do better if you have a compelling narrative.
And now, please raise your glass to our elves who have been very hard at work giving us a new look for the New Year – we are very excited about our redesign and look forward to filling our newly designed pages with all the strong stories that you expect from us in the coming year.
We at Wealth Adviser would like to take this moment to wish you all very happy holidays and New Year.
Beverly Chandler
Managing Editor, Wealth Adviser
Companies in this issue
BetaShares
Cerulli Associates
CFA UK
IndexIQ
PIMCO
Tabula
| | ADVERTISEMENT | | | | | | | | | | A compelling narrative will support ESG products says Cerulli | | Wed | 18 Dec 2019, 13:38 | | Cerulli Associates' latest report, European Environmental, Social, and Governance Investing 2019: Setting Standards and Enhancing Integration, shows that by the end of August 2019, 1,840 ESG mutual funds and ETFs were registered for sale in Europe and that 233 new ESG funds were launched in the region during 2018. |
| | | | Global ETF launches 12-19.12.19 | | Wed | 18 Dec 2019, 13:38 | | ESG-focused funds take centre stage in this week’s new ETF launches with two new funds from IndexIQ launched in partnership with a CANDRIAMand new offering from PIMCO. BetaShares gets in on the act too with the addition of a new Diversified Bond ETF to its ethical range of funds. Elsewhere, Tabula debuted three new funds on Xetra offering exposure to European investment grade and high yield corporate credit via highly liquid credit default swap indices… |
| | | | | | | | | | | The broker, the baker & the ETF maker all brought chaos in 2019 Such has been the political din over the last 12 months, both here in Europe and the US, one can be forgiven if you weren’t able to keep abreast of the digital chaos that cut through the financial services industry. Trust me, as the saying goes, there was chaos. |
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