Deals & People June 21, 2011

RREEF Names Global Head of Research

RREEF, the real estate investment business of Deutsche Bank’s Asset Management division, announced that Mark Roberts has joined the firm.
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As Managing Director and Global Head of Research, Roberts oversees the research teams that support RREEF’s global real estate investment process. He is based in New York and reports to Kurt Roeloffs, Global Chief Investment Officer of RREEF. He is also a member of RREEF’s Global Investment Committee.

Roberts comes to the firm with more than 25 years of real estate experience. He held several roles at Invesco Real Estate, where he was the Global Director of Research, Chairman of the firm’s investment strategy group, and a member of the Executive & Investment Committees. Roberts previously served as Director of Development/Construction for Club Corp International, a global hospitality company based in Dallas, Texas.

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Roberts attended the Graduate School of Management at the University of Dallas and holds an M.S. in Real Estate from the Massachusetts Institute of Technology and a B.A. in Architecture from the University of Illinois at Urbana. He is also the incoming Chairman of the Board of the National Council of Real Estate Investment Fiduciaries (NCREIF).

“Mark’s depth of knowledge and perspective on the trends driving the global real estate landscape are highly complementary to RREEF’s legacy of delivering best-in-class market intelligence to clients and investment teams,” said Roeloffs. “He is a leading authority on real estate research and we are extremely pleased to have someone of his caliber join our team.”

Products June 21, 2011

Updated Report on Mutual Fund Benchmarks Now Available

Strategic Insight has rolled out its annual report on mutual fund fees and expense benchmarks.
Reported by

The report, “Mutual Fund Industry Fee and Expense Benchmarks 2010,” provides industry benchmarks for key mutual fund fee and expense ratios for fiscal year 2010, including: 

 

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  • Gross Management fee 
  • Waiver/Reimbursement fee 
  • Net Management fee 
  • Transfer Agent Expense 
  • Custody/Bookkeeping Expense 
  • Operating Expenses 
  • Total Expenses before 12b-1 Distribution Fees.  

 

Strategic Insight, an Asset International company, also offers clients an estimate of fees in U.S. dollars for Transfer Agent Expense per Shareholder Account, and Audit and Legal Expenses.    

 

 

 

This is an annually updated report that is part of Strategic Insight’s fee and expense research. Current clients can access the report at http://www.sionline.com/reports/785.pdf. More information about this, and other reports, is available at http://www.sionline.com/research/overviews.aspx.  

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