Inform Intelligent Pricing with Investment Pricing Insights

Step up to pricing challenges. Legal issues, competition, distribution, profitability and economies-of-scale all affect mutual fund pricing. Funds may be priced differently due to mergers, acquisitions and product launches. These cumulative factors are challenging for boards. They can also cause inconsistencies of the sort often seized upon by regulators and litigators. Detailed insight is required to help boards ensure that these factors don’t negatively affect shareholder service, transfer agency and sub-transfer agency costs, fees, waivers and more.