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Keyword: fees

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Traditionally, defined contribution pension funds have not made significant use of venture capital, although over the long-term these assets have tended to perform well. A study by the British Business Bank and Oliver Wyman explored whether there is room for venture capital and growth equity within the U.K.’s DC schemes. It found that the average […]

  • By: Staff
  • October 15, 2019 January 5, 2021
  • 09:17
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Investment management fees for certain asset classes have declined substantially, especially in sectors where managers have been under pressure from new competitors, cheaper alternative strategies or heightened visibility on total costs. The findings are contained in a new study conducted by bfinance, analyzing changes in management fees since 2016. Using proprietary data culled from actual […]

  • By: Les Marton
  • October 15, 2019 January 4, 2021
  • 08:02
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Asset managers usually increase their profits by gathering more assets to manage, but doing so isn’t necessarily helping the institutional investors that work with them. “The dominant business or compensation model in the investment management industry basically boils down to this equation: assets under management times a fee percentage,” said Dan Brocklebank, head of U.K. […]

  • By: Staff
  • October 1, 2019 January 5, 2021
  • 09:12
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In a world where zero-fee funds are rising, how are fund managers making money? And while zero fees sound beneficial for investors, is it really the best option? Marius Zoican, an assistant professor of finance at the University of Toronto Mississauga and Rotman School of Management, tackled these questions in a new working paper. During […]

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Outsourced chief investment officers, or OCIOs, are a service model where a pension plan sponsor or other institutional investor delegates certain decision-making responsibilities to a third party OCIO provider. Once the asset owner makes the original delegation, the OCIO implements, monitors and executes the investment and risk management strategies, within agreed upon parameters. Here are […]

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Historically pension funds and other investors have tended to select investment managers based on their recent investment performance. This can lead to a pension fund consistently firing yesterday’s losers and hiring yesterday’s winners. By chasing past performance these investors are effectively buying portfolios at high asset values and selling portfolios at low asset values, a […]

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Why fee reviews are an important step for plan sponsors

  • October 29, 2018 January 13, 2021
  • 07:30
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Sponsors need to understand their responsibilities to minimize potential litigation.

  • September 18, 2018 January 13, 2021
  • 11:36
The Trouble With Fee Disclosure in DC Plans

Plan members are in the dark when it comes to costs.

  • April 16, 2018 September 13, 2019
  • 16:34
Do High-Fee Mutual Funds Perform Better?

New evidence might surprise you…