Get a demo

Get a demo

Investment Fees Benchmarks – What Are Those?

Greenlock

At GreenLock.io we take our fight against investment fees very seriously since we appreciate what a drag they are on YOUR wealth creation. If you missed it, read here one of our posts on this topic: Why Fees Matter?

One of the essential weapons we employ in our warfare is the benchmark. My colleagues call the benchmark – "our secret sauce". No longer will it be a secret! Yes, today, we're sharing those benchmarks with you:

Recognising the disadvantage private investor faces against best-in-class market operators, we'd decided to share with you the key ingredients of our benchmarking fee pool – custody and brokerage fees. You may be wondering – why private investors are ill-equipped in comparison with best-in-class investors, say Norwegian Investment Fund?

That's because top operators look across the value chain to compare and benchmark both visible and invisible fee components. They carefully select the peer groups to compare the total cost of investment (TCI) and urge money managers to disclose the elaborate fee structure to arrive at this:

Crucially, fees are not constant! They change as a function of AUM, projected assets growth, and other externalities, such as the level of competition in a given market or newly introduced innovations. Therefore, it's essential that a family office or investment manager continuously studies and evaluates the fees landscape to take advantage of the best offers, as well as the underlying shifts.

GreenLock.io applies technology to continuously examine and analyse the investment fees landscape for the key geographies – Switzerland, UK and France. We invest our time and effort to inspect the shifts in the investment landscape and ensure our clients are best equipped to take advantage of those.

Last but not least, we bring research skills and the unique approach of ex-management consultants to the table. Our team includes PhDs and MBAs from top European and North American universities. Applying our toolkit, we secured over $5m in savings for our clients (and ticking) in the last two years.

Want to learn more, check out our website.

By clicking “Accept”, you agree to the storing of cookies on your device. View our Privacy Policy for more information.

Read more

Unpacking Investment Fees: A Guide for Family Offices

Unpacking Investment Fees: A Guide for Family Offices

Investment Fees Benchmarks – What Are Those?

Investment Fees Benchmarks – What Are Those?

How much does a multi-family office cost?

How much does a multi-family office cost?

Banks hide up to 50% of family offices’ portfolio fees

Banks hide up to 50% of family offices’ portfolio fees

Why Investment Fees Matter?

Why Investment Fees Matter?

Evolution of Private Equity fees from 1970 to today

Evolution of Private Equity fees from 1970 to today

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