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On-demand webinar from Broadridge.
The asset management industry’s traditional fee model and pricing structure continue to face enormous pressure from investors, market regulators and less expensive passive investment funds. Consequentially, fees are becoming less standardized and increasingly complex. An intelligent and thoughtful approach to performance fees and management fees is required to successfully navigate these challenges.
This webinar features:
Robert Kelly discussed informed pricing strategy analytics: He reviewed data from Broadridge’s Global Market Intelligence (GMI) Fees module – a consortium of more than 50 asset managers providing net negotiated investment management fees for their institutional clients across pooled funds and separately managed accounts. The module now tracks 70,000 agreements from global institutions across the full spectrum of asset classes.
“The Broadridge GMI fees module is a tool kit that helps asset managers inform their pricing strategy and tells them how best tactically to respond to RFPs.”
- Robert Kelly
Steve Richardson reviewed performance fees and management fee billing: Broadridge supports asset managers in streamlining their performance and management fee billing and invoicing operations. Learn why 180 asset managers globally – including 15 of the top 20 – use our revenue and expense solution to improve the quality and accuracy of your fee invoicing processes, including FX/multi-currency, Tax/Vat Tax, Rebates/Retrocessions, performance fees, and management fees.
“As more funds move from a flat management rate to a variable performance-based fee model, this will increase pressure on the fund, administration, and finance teams to accurately calculate these more complex fees. And this is exactly where a comprehensive revenue and expense management solution can help.”
- Steve Richardson
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