On 3 April 2020, ESMA published its final report on guidelines regarding performance fees in UCITS and certain types of AIFs, including the guidelines, as appendix IV (the Report). On 5 November 2020 ...

Performance fee structures can feel like a puzzle with many pieces. As an investor, understanding how these fees work is crucial because they directly affect your returns. What’s behind terms like ...

Apart from varying investor entry and exit points, mutual funds are concerned about revenue uncertainty and operational challenges as the proposal aims to differentiate fund performance for investors.

Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each fund research house compared with ...