Fees & Costs
In-depth reporting on the costs associated with asset management services for our pension fund and asset management readers from IPE’s award-winning journalists - plus, fees & costs special reports
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NewsSwiss National Council approves motion for pension funds to disclose costs
Increasing cost transparency and better access to information strengthen competition, says National Council member Samira Marti
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NewsPPF launches consultation as it plans to keep levy at £100m
UK’s lifeboat scheme continues to engage with government on possibility of lowering levy further
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NewsCurrent policy initiatives could be detrimental to UK’s productive finance agenda
Any attempt to force providers to invest more heavily in certain asset classes is a direct challenge to trustees’ fiduciary duty, says Pensions Policy Institute
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NewsGerman pension measures for working longer could bring €1.7bn annual burden
Impact of these measures is ‘uncertain and, above all, expensive’, says German employers association
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NewsLGPS Central sees assets under management grow to £29.9bn
the pool claims to date it has saved partner funds £89m
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Opinion PiecesUS court scraps SEC private equity transparency rule
The US appeals court’s decision, last June, to throw out a Securities and Exchange Commission (SEC) rule intended to give investors more transparency into private funds has sparked a heated debate.
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NewsAsset managers split over FCA’s unbundling rules, study shows
Asset management market is split between a core of potential early adopters, a large ‘wait and see’ group and an entrenched group of sceptics
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NewsSwedish local authority pensions debt to ease next year after spike
With ballooning effect of high inflation on municipalities’ and regions’ pension debt set to shrink, authorities’ associated costs will be lower, says SKR
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NewsIndustry divided on new VFM framework’s ability to drive DC investment in private markets
Excluding forward-looking performance is a ‘missed opportunity’, says NatWest Cushon
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NewsSwiss internal affairs ministry to investigate social security costs
The Internal Affairs Ministry in Switzerland will start an administrative investigation after mistakes were made to gauge the financial outlook of the first-pillar AHV
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NewsSecond-pillar pension reform can impact employers’ costs, says APK
New thresholds affect almost all members and employers, leading to higher costs for occupational pensions and additional administration
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NewsResearch budgets rise globally for first time since MiFID II – survey
Last year saw research budgets stabilising and now there is confirmation that the trend has turned, says Substantive Research CEO
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NewsDutch pension admin costs up 13% in 2023
Pension funds blame the upcoming transition to DC arrangements for the cost rise
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InterviewsAustralia’s Challenger takes credit and affiliates global
Some 2.5 million Australians are set to retire over the next decade, according to the country’s Treasury. This ageing population has challenged Australia’s A$3.6trn (€2.3trn) superannuation fund sector, and the industry as a whole is pivoting more heavily towards the decumulation phase.
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NewsSwiss cabinet calls for dismissal of pension funds’ cost-transparency motion
Existing rules already guarantee a high level of transparency, the government says
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NewsCassa Forense urges tax cuts to boost domestic investments
A ‘reward’ in the form of a lower levy should come from parliament and government for pension funds managing assets invested in Italy, says scheme’s president
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NewsIGG launches service aimed at transforming small scheme governance
IGGnite enables schemes below £150m access to scheme management and investment solutions at a cost typically reserved for larger schemes
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NewsETFs boost capital inflows to Article 6 funds, says EFAMA
Article 6 UCITS funds saw inflows of €101bn last year, a turnaround from -€208bn in 2022, according to EFAMA’s Fact Book 2024
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NewsLGPS investment management costs drop by £141m
The investment management cost decrease was attributed primarily to a £188.5m net decrease in performance fees
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NewsSwedish agency gives early details of €12.5bn Swedish equities tenders
Funds lobby warns reducing the number of domestic equity premium pension funds offered could harm liquidity on local stock market
