REPORT

Q3 2022 Fee Analyzer

Spotlight on Global Equity post negotiated fee trends.

While Global Equity managers have struggled over the past three years, some manager fees have proven more resilient than others. Find out what key drivers are impacting fees and which strategies are performing better than others in our latest analysis.

This timely report examines the actual post negotiated fee data of 88 managers with more than 1,400 observations. Uncover fee trends for mandates within Global Equity to gain insight into:

  • Global Large Cap Equity performance over the last three years
  • How style and risk impacted large mandate fees in 2019 vs 2022
  • Which strategies are discounting fees—and which are most resilient

Download our report today for this exclusive review of active Global Equity fees.

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 Author:

Brendan Cooper
Senior Consultant, Research & Market Intelligence Group
Investment Metrics

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