Fees Flashcards by Antonio Zottoli

Q

fees practices in PB (4)

A

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Q

Fees on mutual funds (2) MAJOR CATEGORIES

A

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Q

TER

A

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Q

OCF

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Q

PRIIPS vs OCF

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Q

classes of shares (5)

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Q

Performnance fees, how are they earned?

A

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Q

fulcrum fees and options analogy

A

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Q

HWM and rel HWM

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Q

PF: consistency, limits and transparency

A

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Q

Good benchmark characteristics (6)

A

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Q

Types of benchmark classification

A

issuer

asset class

duration

currency risk

weight structure (equally, value, price)

distribution

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Q

A

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