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Research funding

Ostrum Asset Management has decided to carry on its own income statement the cost of Equity and Fixed Income research for all the portfolios it manages: mandates, dedicated funds and open-end funds.

In our role as asset manager, we believe that research fees are an integral part of our investment management process, so these costs should be included in our expenses. In exceptional circumstances and when Ostrum Asset Management delegates financial management to another asset manager, the delegate company’s policy on research funding will apply. In some situations, portfolios may therefore bear the related costs.
So as of January 3, 2018, brokerage expenses on Ostrum Asset Management’s portfolios will be exempt from research fees.

However, at the start of 2018, portfolios will benefit from the remainder of research fees paid in 2017. This remaining amount is specific to the start of 2018 alone and will contribute to reducing the cost of equity market research borne by Ostrum Asset Management.

29/12/2017


Click here to access the document:
Report on intermediation fees paid in 2017

On 3 April 2018, Natixis Asset Management became Ostrum Asset Management.