Portfolio Solutions | Fee Benchmarking & Negotiation

Their business model is different from other consultants. It’s allowed us to do an open market search. It has achieved our primary goal to reduce fees across our portfolio. It is a critical success factor. We’ve got better services and lower fees.

Pension Fund, Asia Pacific

Clariance Fee Benchmarking delivers clear, customisable assessments of the fees that clients are paying to asset managers. Reports are informed by live fund manager selection data, not simply the ‘rack rates’ that managers disclose. As well as a different approach to data gathering, reports deliver appropriate comparisons against closely tailored peer groups and insight from senior investment specialists with front-line experience. Negotiation support is also available.

Fee Reviews

Unique fee insights from live market data, manager connections and experience



Depth

40,000+ fee data-points within our proprietary ‘IMP’ database, covering 3000+ managers and 200+ sub-asset classes.



Breadth

Supplemented by industry databases and tailored market - making enquiries as appropriate.



Expertise

Customised by asset class experts, working in partnership with you to identify appropriate peer groups, validate and interpret results.

Practical application


Asset owners seek detailed insights on fees to support a range of objectives including identifying potential savings, re-negotiating prices with providers, validating overall expenses and even strategic reorientation. Since 2012, bfinance has been assisting a limited number of sophisticated clients with outcome-oriented fee benchmarking, leveraging the firm’s extensive proprietary data gathered through manager search and selection consultancy. With reviews contributing to significant fee savings, we are now offering this service on a standalone basis to pension funds, endowments and other investors globally.


A clear picture


bfinance fee reviews deliver actionable insights on the charges that investors are paying to external managers across all asset classes and sectors. Detailed, customised assessments are designed to support each client’s specific goals.


Board-ready fee review packs incorporate multiple layers of analysis including client-customised filters and metrics, expert commentary, identification of key patterns (e.g. variation by mandate size) and insight on relevant trends (e.g. over time).


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Further Reading

Introduction to Fee Reviews

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Fee Review Case Studies

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