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Text Content

REPORT


Q4 2022 FEE ANALYZER


SPOTLIGHT ON ACTIVE MANAGER FEE TRENDS ACROSS PUBLIC EQUITY AND US FIXED INCOME.

While active managers underperformed in 2022’s down market, some managers did
yield positive returns over the past three years. Find out what contributed to
their longer-term success and uncover the latest details on fee trends in our
timely Q4 Post-Negotiated Fee Analysis.

This report examines fee data of active managers with fund mandates between
$20-$75MM and includes over 490 observations to provide insight into:

 * Post-negotiated fee trends over the past three years
 * Predictions for stated fee levels going forward
 * How top performing managers should adjust their strategies

Download our report today for this exclusive review of active manager fee trends
across public equity and US fixed income.

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



Scott Treacy, CFA
Seniro Consultant
Client Consulting & Research


DOWNLOAD REPORT

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