Fee Analysis
Transparency as the basis for market-compliant asset management fees
At a glance
- Establishment of complete fee transparency
- Comparison with one of the largest fee databases of institutional mandates in Europe
- Identification of saving potential
Fees and charges in professional asset management are constantly changing. As a leading investment consulting and controlling company, we have a comprehensive overview over the market, which enables us to identify saving potential in asset management fees, safekeeping and global custody fees and transaction costs.
PPCmetrics fee platform
Extensive collection of current asset management and custody fees in several databases (existing mandates, offers, market screens, annual reports).
Proprietary analysis tool
Information management, evaluation and assessment with the PPCmetrics fee platform.
No hidden fees
Full transparency on hidden fees.
Client-specific analysis
Individual fee study based on our client’s requirements and demands (different investment categories, investment styles, portfolio size and fee models).
Identification of possible measures
Recommendation of measures to realise the saving potential (collective investments, retrocessions, kickbacks, etc.).
Know-how and experience
Evaluation of your fees by our qualified specialists with first-class training and practical experience.
Certification
The Investment Consulting & Controlling division is certified to ISO 9001:2015 by the Swiss Association for Quality and Management Systems SQS (reg. no. CH-47418). Thanks to the integration of SQS in IQNET (The International Certification Network), the certification is recognised worldwide.
