REPORT

Q2 2022 Fee Analyzer

Fee trends for U.S. Small Cap Equity by style and plan type.

Despite strong relative performance, active U.S. Small Cap Growth Equity Fees have dropped considerably since 2019. Find out which plans are generating the most activity – and how fees vary based on style and plan type.

This timely report examines the actual post-negotiated fee data of 53 managers with more than 687 observations. Uncover fee trends for mandates within U.S. Small Cap Equity to gain insight into:

  • How different peer groups performed against benchmarks
  • Which styles garnered the highest fees—and how fees have changed over time
  • How fees for U.S. Small Cap compare to International Small Cap

Download our report today for this exclusive review of fees and fee spreads by duration.

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.


Authors:

Brendan Cooper
Head of Client Consulting & Research
Investment Metrics

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