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Rating:Loads of Revenue Sharing Data Is ... Just a Simple Web Search Away Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, July 17, 2014

Loads of Revenue Sharing Data Is ... Just a Simple Web Search Away

Reported by Tommy Fernandez

It is truly amazing what you can find on the Internet these days.

For example, it's actually a lot easier to keep tabs of the revenue-sharing fees charged by some of the B-Ds than you might think.

Go to your Internet search engine of choice and type in the phrase "mutual fund family revenue sharing," and you'll find revenue-sharing disclosures from at least three B-Ds. Play around with the phrases and you can find disclosures from a number of others.

As 11 a.m., Thursday, July 17, 2014, mutual fund family revenue sharing disclosures were easily accessible on the Internet for the following platforms:

  • Morgan Stanley
    For instance, Morgan charges a maximum of 16 bps to mutual fund families, with a minimum fee of $250,000. The top revenue sharers on the platform in 2013 were, in descending order, Legg Mason; Franklin Templeton; Pimco and BlackRock. Also included on the disclosure form above were the funds traded on the platform in an omnibus basis. This was released recently.
  • Edward Jones
    The platform discloses revenue-sharing details with American Funds, Franklin Templeton, Hartford Mutual, Invesco, Lord Abbett, MFS Investments, and Oppenheimer. This was released February 2014.
  • UBS
    This information was last revised March 2012. It is unclear whether these figures are out of date.
  • Primerica
    Data from 2013 plus expected figures from 2014 are enclosed.
  • Citi
    Date not clear.
  • Commonwealth
    Last updated 12/31/2013.
  • Cambridge Investment Research Disclosed February 2014.

    Meanwhile, some fund firms, such as DWS, are also trying to increase their disclosure of what they are paying to various platforms.

    If you notice any more revenue-sharing disclosures on the Internet, let us know at editors@investmentwires.com or contact Tommy directly at Tommy@MFWire.com. 

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