06 October 2022
Calculating the impact of charges on client portfolios: The case for Reduction in Yield
Instead of relying on projections - a simpler and more efficient approach to assessing the impact of costs on a portfolio is to calculate the reduction in its yield (RIY) after accounting for associated costs such as set up charges, exit penalties, ongoing charges, adviser charges, provider and fund charges. Find out how you can do this with the FE Analytics Reduction in Yield Calculator.
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