Fee Analysis

Fee Analysis

Drill down report

Examining the investment management, transaction and custody fees and whether they are suitable. We identify any additional charges incurred that are not contained within a fee agreement.

Fee negotiations

With investment managers and other service providers.

Execution analysis

Analysing trades completed by the underlying managers on a quarterly basis.

TER analysis

Calculating an estimate of the total portfolio cost over the last 12 months – at both an individual manager and aggregate level.