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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NewsDanish pensions lobby insists EIOPA needs mandate to care about Europe’s competitiveness
EIOPA chair Petra Hielkema dismissed idea of competitiveness mandate as ‘largely symbolic’
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AnalysisEuropean asset owners push back on SEC climate repeal over costs and comparability
European investors urge for reform over full rescission of the rules as the SEC moves to scrap its Biden-era corporate climate disclosure framework.
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NewsPME halves equity risk in run-up to January DC transition
Dutch €64bn pension fund opts to reduce exposure to shares via physical sell-off combined with futures – cheaper than put options used by smaller funds
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NewsDutch regulator tries to calm pension sector ire over cost transparency plan
Pensioenfederatie now in multi-pronged talks after presentation of AFM’s plan for pension cost transparency under reform sparked “heated debate”
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Special ReportBoutiques: The hidden cost of scale
Consolidation within the asset management world continues apace, but what are the constraints?
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NewsHeadline fees mask deeper discounting in private markets, says bfinance
LPs report deeper private market fee discounting as fundraising pressure and liquidity constraints reshape pricing
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NewsAsset owners tell EU to hold its nerve on carbon price
Allianz, AkademikerPension and Sampension among those to sign a statement ahead of today’s negotiations on the EU ETS
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NewsNew LGPS cost transparency framework launches with ClearGlass appointment
ClearGlass will work with LGPS funds and pools to support a smooth transition from the centralised cost data system, due to close in August 2026
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NewsEFAMA warns EU due diligence proposals could disrupt UCITS distribution
Asset managers raise concerns over proposed EU anti-money laundering standards, noting potential disruption to global distribution of UCITS investment funds
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NewsWeak dollar drags PFZW into loss despite strong credit performance
Dutch healthcare pension fund saw climate transition mandate make a 20% loss on returns
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NewsEuropean research budgets stagnate while US peers increase spend
US firms increase research budgets while European peers lag amid regulatory constraints and CSA uncertainty
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AnalysisAsset pooling gains traction as German Pensionskassen consolidate
German Pensionskassen increasingly pool assets and consolidate as costs, regulation and structural pressures intensify
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NewsAEIP flags cost, complexity concerns over EU IORP II revision
The association criticises EU pension reform, warning new rules could burden paritarian IORPs without adding member value
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NewsDental pension fund swaps Apollo loan for direct financing in de-risking move
VZB, Berlin’s dental pension fund, replaces Apollo loan with direct financing to mitigate economic and legal risks
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News‘Overall costs in pooled funds often rising,’ LCP fees survey finds
In many asset classes, median Ongoing Charges Figures have risen even as median Annual Management Charges fall
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NewsUK lifeboat fund confirms zero levy for second year
The Pension Protection Fund, however, confirmed it will maintain a ‘proportionate’ alternative covenant pension fund levy next year
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NewsArdian wins mandate to build portfolio for L&G’s Private Market Access Fund [updated]
The vehicle, part of L&G’s Lifetime Advantage Fund, is designed to provide L&G’s 5.6 million UK defined contribution members greater access to private markets
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NewsSwiss pension funds pushed towards consolidation by costs and talent squeeze
Swiss pension funds consolidate as rising costs, regulatory pressure, and skills shortages reshape the multi-employer market
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NewsItalian pension funds warn portability reform will drive up costs
Andrea Mariani, director of Fondo Pegaso, the pension fund for utilities workers, also warns that portability undermines long-term investment
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NewsAPG to shed over 1,000 jobs in cost-cutting drive
The pension administrator majority-owned by the Netherlands’s largest pension fund ABP made an operational loss in 2023 and 2024 and has been under pressure to cut costs
