Expense ratios are the best predictors of future success. They tend to be relatively stable, but they can move around more with funds that see big changes in size. So naturally, it pays to track fee ...

Thematic funds appear to be here to stay. Despite recent underperformance, they’ve grown in size, number, and prominence in every major fund market globally over the past five years. These funds offer ...

An institutional fund is a collective investment vehicle used by institutions like companies, offering tailored investment ...

VCs often use the shorthand phrase “two and twenty” to refer to the 2% of annual management fees a venture fund might take and the 20% carried interest (or “performance fee”) it would charge. In a ...

The asset manager charging the lowest fees on ETF and mutual fund trades has reaped the most revenue and gained the most market share in the industry since 2018, according to a recent Morningstar ...

Investment product selection involves many variables, but one area that requires a balancing act is the trade-off between affordability, diversification and sophistication. "Everyone wants the holy ...

Learn how sub-advised funds work, their benefits, management frameworks, and the costs involved to make informed investment ...

A former UBS portfolio manager has criticised active funds management fees as akin to paying for a meal in a restaurant and then having to pay extra for making a reservation, using the services of a ...

Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...

This update discusses a new and interesting development with respect to how certain non-US and US tax-exempt investors can receive a “rebate” of previously paid management fees with respect to their ...