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Investment management fees
The only certain way to add risk-free net return
The lack of transparency and comparability, as well as poor access to data, results in higher investment costs. Asset owners need detailed insights on fees, both explicit and implicit, to identify savings, renegotiate prices with providers and validate overall expenses.
Since 2012, bfinance has been delivering outcome-oriented fee benchmarking to clients, leveraging the firm's extensive proprietary data gathered through manager search and selection consultancy. These reviews offer the opportunity to generate significant fee savings, improving net outcomes for investors globally.
Explicit costs
Implicit costs & inefficiencies
What you gain from an independent fee review
Uncovering the hidden and often misunderstood costs of trading activities lets you enhance your strategies, make informed decisions and reduce cost, the only certain way to generate risk-free additional net return.
Gain an in-depth understanding of non-manager fee expenses impacting your portfolio's performance. With full visibility, you can evidence transparency to all stakeholders and demonstrate fiduciary oversight.
Support for cost optimisation lets your team focus on core strategic matters. The systems, models and specialist skill sets needed to assess implicit costs favour outsourcing to bfinance.
bfinance carries out the heavy lifting required to perform rigorous fee and cost assessment, then manages the process and negotiates savings on your behalf.
Forensic analysis of manager fees
While the management fee charged is important, multiple fees and costs make up the total fee load. Having transparency on the holistic fees paid gives you a better ability to compare managers, negotiate better overall terms, and optimise the net returns you generate.
We benchmark manager fees against a live, proprietary database, built through more than a decade of manager search and selection work, and combine this with additional insight on performance drivers, market flows and industry analysis.
The rest of our fee review, benchmarking and negotiation offering
All statistics and cost-saving estimates are derived from bfinance's proprietary analytics, historical client engagements and benchmarking exercises. Results are illustrative and based on actual cases; they are not guaranteed outcomes. Supporting data and methodologies are available on request for institutional investors. Past performance is not indicative of future results.
