2015 sees more pressure than ever on investment managers to disclose the true cost of investing
In our fifth fee survey we look back over the past five years to see how the landscape for investment costs has evolved since our first fee survey in 2010, and the progress investment managers have made towards revealing the true cost of investing with them.
This award-winning survey contains an in-depth analysis of the fees charged by investment managers. We have also included details of the fees charged by DC investment-only platform providers for some selected funds.
Our survey can be used as a reference document for:
- Benchmarking existing manager fee arrangements
- Comparing fees for new investment manager appointments
- Negotiating fee levels
How we can help
We help charities and endowments construct investment strategies and pick the right investment funds to both meet their financial objectives and be aligned with their missions.
We help you make important investment decisions, and make sure that your investments are performing as you need them to.
Our investment team works with trustees of DB and DC schemes to set bespoke investment strategies and select fund managers. Using our market-leading technology, we help you navigate your journey by providing you with clear, actionable insights which enable you to make better short and long-term investment decisions.