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Investment Management Fees: Capturing Price Evolution
The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the forefront.
IN THIS PAPER
The price of ESG and Impact. With so many eyes on ESG and Impact investment now, Section One of this paper asks: is there a pricing premium? An examination of selected Equity and Real Asset segments reveals that fees have fallen significantly in some established ESG/Impact strategy types.
Identifying potential savings. Section Two highlights a number of strategies where fees have fallen and considers the industry dynamics that can contribute to cost compression: sector maturity, medium-term performance, pricing transparency, competition from cheaper alternatives and more.
Fee governance checklist. Cost governance is now an essential aspect of good governance. This paper closes with a checklist, intended as a reference tool for institutions that are seeking to validate or reduce their overall third-party manager fee load without compromising on preferred investment strategies or the quality of providers and partnerships.
In this fourth instalment of bfinance’s Investment Management Fees series, we again examine the latest fees and identify a handful of segments where institutional investors may find it worthwhile to re-evaluate current costs. Importantly, as in previous studies, the fees shown here are not ‘rack rates’ but represent live quotes for real mandates, proposed during competitive search processes.
We hope that the material shared in this edition continues to empower institutional investors to achieve the fairest possible pricing and maximise alignment of interest in their relationships with asset managers.
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This commentary is for institutional investors classified as Professional Clients as per FCA handbook rules COBS 3.5R. It does not constitute investment research, a financial promotion or a recommendation of any instrument, strategy or provider. The accuracy of information obtained from third parties has not been independently verified. Opinions not guarantees: the findings and opinions expressed herein are the intellectual property of bfinance and are subject to change; they are not intended to convey any guarantees as to the future performance of the investment products, asset classes, or capital markets discussed. The value of investments can go down as well as up.
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