Negotiate fees with confidence
Drill down into the actual manager fees paid across specific investment styles and mandate sizes—so you can plan, negotiate and boost returns with the most up-to-date insights.
Fee Analyzer: THE INDUSTRY’S SOURCE OF POST-NEGOTIATED MANAGER fees
Get the real manager fee data.Fees change often to meet market needs. The published list fee is rarely the actual paid fee. With Fee Analyzer, you can tap into actual, post-negotiated manager fees—extracted from active portfolios on our platform.
Compare manager fees for competitive insights.Strengthen fee negotiation by comparing asset manager fees against peers by plan type, mandate size and asset class. Analyze actual fees vs. performance to know where the manager stacks up and pinpoint outliers.
Generate fee universe based on mandates for effective benchmarking.
Gain transparency into manager fees.Hire the best manager—at the best price. Evaluate actual manager fees vs. performance and risk across your business. Reconcile your manager options against current market fee rates and strengthen fee negotiations.Â
Evaluate managers based on post-negotiated fees and performance.
Achieve pricing efficiency with fee transparency.For asset managers, it’s about winning mandates, pricing new products and being prepared for client reviews. For asset allocators, it’s about optimizing the portfolio returns with the right managers. All participants benefit from greater price alignment and stronger relationships.
With access to average fee discounts, products can be priced effectively to maximize returns and margins.
ACTUAL FEE DATA
Get the real manager fee data.Fees change often to meet market needs. The published list fee is rarely the actual paid fee. With Fee Analyzer, you can tap into actual, post-negotiated manager fees—extracted from active portfolios on our platform.
FEE BENCHMARKING
Compare manager fees for competitive insights.Strengthen fee negotiation by comparing asset manager fees against peers by plan type, mandate size and asset class. Analyze actual fees vs. performance to know where the manager stacks up and pinpoint outliers.
Generate fee universe based on mandates for effective benchmarking.
MANAGER RESEARCH
Gain transparency into manager fees.Hire the best manager—at the best price. Evaluate actual manager fees vs. performance and risk across your business. Reconcile your manager options against current market fee rates and strengthen fee negotiations.Â
Evaluate managers based on post-negotiated fees and performance.
FEE TRANSPARENCY
Achieve pricing efficiency with fee transparency.For asset managers, it’s about winning mandates, pricing new products and being prepared for client reviews. For asset allocators, it’s about optimizing the portfolio returns with the right managers. All participants benefit from greater price alignment and stronger relationships.
With access to average fee discounts, products can be priced effectively to maximize returns and margins.
Gain competitive insight
Fee Analyzer is an interactive tool used to benchmark post-negotiated manager fees. It compares actual 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.
The industry’s most comprehensive actual, post-negotiated manager fee data.
Reliable data source, built from active portfolios advised by investment consultants.
Includes 70K fee observations across over 65 investment styles.
Updated quarterly, delivering timely insights to spot fee trends.
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If you have a question or need more info, we would be delighted to speak with you.
Investment Metrics, a Confluence Company, is a global leading provider of investment analytics, reporting, data and research solutions that help institutional investors and advisors achieve better financial outcomes, grow assets and retain clients with clear investment insights.
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