Q3 2021 Fee Analyzer

Spotlight on Active U.S. Small Cap Equity Fees & Performance

This report focuses on actual negotiated fee data from active U.S. Small Cap Equity over the past three years. Uncover trends from our analysis of 198 managers with more than 5,800 observations. Compare top recent asset gainers’ relative fees and performance.

Gain insight into:

  • Whether manager fees have gone up or down over the last 3 years
  • Which has the higher median fee – Growth or Value?
  • How top asset gainers performed vs. their benchmarks
  • What top gainers are charging for small vs. large mandates

Download our report today for this exclusive spotlight on active U.S. Small Cap Equity.

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.

About the Authors:

Brendan Cooper
Senior Consultant
Research & Market Intelligence Group

Jeffrey Stenhouse
Client Success Manager
Research & Market Intelligence Group