Portfolio Solutions | Fee Benchmarking & Negotiation

They have the experience to know what an honest fee should be.

Insurance company, Belgium

bfinance Fee Benchmarking delivers clear, customisable assessments of the fees that clients are paying to asset managers. Reports are informed by live fund manager selection data, not simply the ‘rack rates’ that managers disclose. As well as a different approach to data gathering, reports deliver appropriate comparisons against closely tailored peer groups and insight from senior investment specialists with front-line experience. Negotiation support is also available.

 

Fee analysis is critical to bfinance. Our manager selection service is predicated on our understanding of current market pricing and ability to negotiate appropriate fees from asset managers. We work globally across 200+ asset classes and sub-sectors, and deal with an exhaustive list of more than 3000 asset managers.