When Investing Meets Revenue Sharing: Part 2
Recordkeeping companies have typically marketed their products assuming that some, or all, of their fees would be paid by the revenue sharing from the funds within their client’s plans.
Tag: expenses
When Investing Meets Revenue Sharing: Part 3
Fund companies actually tailor the expenses of their funds to provide differing levels of revenue for their recordkeeping partners.
G-U-A-R-A-N-T-E-E: We Found Out What It Means To Us
The perceived benefits of the Treasury Temporary Guarantee Program for Money Market Funds were a bit wanting as expenses related to participation by the fund managers were being passed directly to investors.