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Date Posted: Jul 04, 2024
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Insight Investment Funds Report June 2024—Pricing Concessions Slow in Times of Volatility
Investment fund repricing action paused in 2023 after a significant drop in MERs and management fees in 2022. The 2022 results represent the crystallization of downward fee adjustments announced during, and especially near the end of the pandemic as market valuations reached new highs. The market volatility and drastic changes in interest rates that followed in 2022 resulted in a pause in price concessions by fund managers. This, however, does not necessarily mean that the asset base stopped repricing itself.
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Insight Investment Funds Report July 2024—Regional Markets Feel the Savings Squeeze
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Insight Investment Funds Report—July 2024
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