The Government Pension Investment Fund's latest annual report offers evidence that, despite a new performance fee structure that slashed payouts to managers the year before, the ¥150.6 trillion ($1.4 ...
Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each fund research house compared with ...
Performance fee structures can feel like a puzzle with many pieces. As an investor, understanding how these fees work is crucial because they directly affect your returns. What’s behind terms like ...
In August, the SEC voted to pass new regulations that target disclosure standards for private fund managers who collectively control $25 trillion in assets. While the result of these changes is yet to ...
Paying fees tied to performance could have “unintended consequences” for investors in certain types of strategies, according to researchers from Dimensional Fund Advisors and Massachusetts Institute ...
On 3 April 2020, ESMA published its final report on guidelines regarding performance fees in UCITS and certain types of AIFs, including the guidelines, as appendix IV (the Report). On 5 November 2020 ...
Over the past 15 years, hedge funds have struggled to remain competitive amid lackluster or even tumbling returns, which caused many to drop the traditional 2/20% model for management and performance ...
Nearly half of discretionary wealth management clients don’t believe their advisors charge them fairly, according to EY’s newly-released 2019 Global Wealth Management Research Report. Interestingly, ...