Webinar on the Impact of size on EU fund cost structures

The webinar brought together ESMA experts who presented the findings of one of the most recent TRV articles “The scale factor: Impact of size on EU fund cost structures”, and took questions from the audience. The piece sheds light on one of the trends that emerged in the 2024 report on costs and performance of EU retail investment products, which show that larger share classes are associated with lower ongoing costs. 

The article investigates the relationship between both the size of the share classes and the size of the parent companies and the costs of the share classes. The analysis demonstrates that both individual share class size and parent company size significantly influence share class costs.