Fitz Partners handles the full fee review and benchmarking process from peer group construction to the publishing of high quality PDF reports directed at fund directors or fee committees. Asset Managers can also opt to receive the reporting content as a data file in order to seamlessly integrate it into their review systems or templates.

The thorough fee review can be customised, and always contain detailed benchmarking of each client’s share classes across a choice of fund fee components relative to an independently selected FITZ Partners peer group. Other FITZ Partners unique fee categories can also be used in the peer group construction, such as performance fees, fee caps, minimum investment, early birds fee structures, etc.

FITZ Board Reports are designed to allow fund boards and fee committees to review all relevant share classes using a consistent methodology and relatively position products on value through fee and fund performance quartile indicators all in one place.