2021 Fee Analyzer

This report focuses on actual post-negotiated fee data from active equity managers during the last year. Uncover trends from our analysis of 353 managers with more than 800 observations. Compare fee changes by capitalization for U.S. and non-U.S. managers and see how fees stacked up in Q4 overall.

Gain insight into:

• Whether Small or Large cap stocks had a higher median fee in Q4
• Which fees remained steady throughout 2021 for both U.S. and non-U.S. managers
• Which fee decreased the most of any equity mandate—going down 11%
• What U.S. All, Mid and Smid cap manager fees had in common with Emerging Markets fees

Download our report today for this exclusive review of fee trends from 2021.

Investment Metrics Fee Analyzer is the industry’s source of post negotiated manager fees. Fee Analyzer is an interactive tool used to benchmark post-negotiated manager fees across 70,000 observations and 65+ investment styles. It compares negotiated fees (rather than list or published fees) for different plan types, mandate sizes and asset classes. With Fee Analyzer’s reliable fee data, asset allocators and managers gain competitive insights from benchmarking and evaluating fees vs. returns and risk—essential to manager selection, fee transparency and pricing efficiency across the institutional investment market.

Speakers:

Brendan Cooper
Senior Consultant
Research & Market Intelligence Group