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Lipper 2012 Q2 Special Topic: Lipper Quick Guide to Fund Expenses WebEx Replay

Published on 10 Jul 2012, by Sasha Franger
Sasha Franger, Fiduciary Research Analyst, presents the Lipper Quick Guide to Fund Expenses in this WebEx replay. The Lipper Quick Guide to Fund Expenses is an annual review of average total expense ratios for different groups of funds and Lipper classifications. Economies of scale and active management contribute to differences in total expenses among mutual funds.

Lipper 2012 First Quarter Special Topic WebEx Replay: Lipper Subadvisor Research Series--Mutual Fund Subadvisors: Impact on Investors

Published on 10 Apr 2012, by Sasha Franger
Sasha Franger reviewed the findings of Lipper’s three-part research series on subadvised funds. This series compared subadvised funds to funds that are not subadvised by expenses, performance, and flows. Taken together, subadvised funds do not vary significantly or predictably from their non-subadvised counterparts. This points to the conclusion that the subadvisor status of the fund does not impact the investor nor do investors take the subadvisor status of a fund into account when choosing a mutual fund.

Lipper 2011 Fourth Quarter Mutual Fund Special Topic: Target Date Funds--Equity Exposure at Target Date and Beyond

Published on 04 Jan 2012, by Sasha Franger
Sasha Franger discusses target date funds' equity exposure at the target date and beyond. She compares changes in equity exposure at the target date from 2008 to 2001, as well as, compares equity exposure in "to" and "through" target date series.

Lipper 2011 Third Quarter Special Topic WebEx Replay: Lipper 2011 Subadvisor Research Series--Part 1: Subadvisor Fees and Expenses

Published on 10 Oct 2011, by Sasha Franger
Subadvised funds, or funds whose portfolios are managed by an outside investment company, have taken center stage this year in part because of excessive fee lawsuits sought by investors. Sasha Franger examines the subadvisor fee to determine if an additional fee is tacked onto the existing management fee, or if other expenses decrease to compensate for the cost of the subadvisor. In addition, Sasha looks at how much of the management fee is actually retained by the advisor and/or administrator. Finally, she recommends supplementary subadvisor report content for fund management companies and boards of directors to examine during the contractual renewal process.
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