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Les frais dans le processus de placement

Article paru dans l'étude „Swisscanto“, septembre 2011

Dr. Hansruedi Scherer, Dr. Stephan Skaanes

Avec la publication d’une étude portant sur les frais de gestion de la fortune, l’OFAS a apporté cette année une contribution essentielle à l’amélioration de la transparence dans ce domaine. Dans le même temps, de nouvelles questions se posent. Les auteurs soulignent les éléments déterminants pour la fixation des frais et expliquent leur importance et leur signification. Sur la base de leurs propres enquêtes, ils fournissent des observations complémentaires quant au rapport entre frais et surperformance, qui sont également pertinentes pour la pratique.

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