A pioneer in fund cost calculation in Europe, from 1996, Hugues developed Fitzrovia International alongside Paul Moulton before selling their well-respected business to Lipper. After 4 successful years as Head of New Ventures at Thomson Reuters, Hugues setup FITZ Partners. He has supported Working Groups on fund expenses for INREV, ALFI or now EIOPA, and spoken at diverse asset management events. He gained an MSc in Finance from Strathclyde University in Scotland and a degree in European Business Studies from Group ESC Bordeaux in France.
UCITSindex.com: Fitz Partners provides fund fees benchmarking analysis. Can you explain how it works?
Hugues Gillibert: This is correct, Fitz Partners delivers fund fees and expenses benchmarks. In order to create relevant and quality benchmarks we calculate our own fund fee data. We do not collect any fee data from asset managers or from published marketing materials but, for each and every 19,000 share class in our database we have calculated their fees from the funds audited accounts. Read More