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Greenlock - intelligent fee monitoring & reduction

Your investments
forensics solution

Additional income of 1% AUM, no risk attached

95
%

of hidden fees uncovered

50
%

investment process costs saved

80
%

of manual workload eliminated

Uncover >90% of the costs

Free up your finance and analytics teams from day-to-day inefficiencies of reconciling your contractual fee tables with the actual costs incurred through custodians, brokerage, investment advisors and portfolio managers.

1. Stop Leakage

Uncover hidden costs that may constitute over 50% of your total investment process costs

2. Maximise VfM

Benchmark investment process efficiency across the full investment chain by employing our library containing thousands of data points

3. Automate Workflows

Remove the need for manual reconciliations, and concentrate your time and energies on the analysis instead

1. Stop Leakage

Uncover hidden costs that may constitute over 50% of your total investment process costs

2. Maximise VfM

Benchmark investment process efficiency across the full investment chain by employing our library containing thousands of data points

3. Automate Workflows

Remove the need for manual reconciliations, and concentrate your time and energies on the analysis instead

Custodian
fees

Negative cash interest rate

Custody cash

Custody securities

Deposit fee rates

Cash opportunity cost

Mandate
fees

Funds of Fund structures

Multi-Family Office services

Advisory mandate

All-in (discretionary) mandate

Investment 
management 
fees

Management fee

Administrative fee

Dealing charge

Performance fee

Retrocession and rebates

Transactional
fees

Brokerage fees

Margin loan rates

FX fees

Bid/ask spread fees

Greenlock targets >90%
of all investment process costs monitoring 30+ fee types

Custodian
fees

Negative cash interest rate

Custody cash

Custody securities

Deposit fee rates

Cash opportunity cost

Mandate
fees

Funds of Fund structures

Multi-Family Office services

Advisory mandate

All-in (discretionary) mandate

Investment 
management 
fees

Management fee

Administrative fee

Dealing charge

Performance fee

Retrocession and rebates

Transactional
fees

Brokerage fees

Margin loan rates

FX fees

Bid/ask spread fees

Greenlock targets >90% of all investment process costs monitoring 30+ fee types

Seamlessly execute

Unique to Greenlock, our machine-learning algorithms proactively recommend cost-saving strategies based on 50+ uses-cases. Prioritizing projects by their scale and simplicity makes it easier to tackle the most achievable goals right away.

1. Take Control

Compare your investment costs across portfolios and time, and make informed decisions on your future allocations

2. Gain Savings

Auto-generated strategies outline a step-by-step process to bringing in hard savings. Initiatives prioritization ensures you focus on what delivers the most value at the quickest speed

3. Align Strategy

Use our library of ETF funds to search for lower-cost alternatives delivering the same strategy

Speak with our advisors to learn how you can take control of your investment fees

Get a demo
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Our insights

Racing on a Sinking Boat

Racing on a Sinking Boat

Evolution of Private Equity fees from 1970 to today

Evolution of Private Equity fees from 1970 to today

Private Equity fees – Catch-up

Private Equity fees – Catch-up

Private Equity fees – Carried interest

Private Equity fees – Carried interest

Unpacking Investment Fees: A Guide for Family Offices

Unpacking Investment Fees: A Guide for Family Offices

Racing on a Sinking Boat

Racing on a Sinking Boat

Private Equity fees – Catch-up

Private Equity fees – Catch-up

Tip of an iceberg

Tip of an iceberg

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