Fees and Expenses Content

February 25, 2025—Comparisons between EU UCITS ongoing charges and US mutual fund expense ratios are frequently made, but they are misleading and overlook the fundamental differences between the two markets. While it may be tempting to draw parallels, these are distinct regulatory and...

December 19, 2024—UCITS remain a global success story, serving as a cost-effective savings tool for investors worldwide since their adoption in 1985.

August 21, 2024—The undeniable strength of the 401(k) system is seen in the report, "The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2021," released today by ISS Market Intelligence (MI) and the Investment Company Institute (ICI). Analyzing...

July 16, 2024—The latest research from the Investment Company Institute (ICI), “The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023,” shows that 401(k) plan participants have incurred substantially lower fees for holding mutual funds over the past two decades...