Fair and Transparent Performance Fee – Part Two

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Fair and Transparent Performance Fee – Part Two

Steiner Eikeland, Industrifinans Kapitalforvaltning

This article suggests a set of guidelines to promote fair and transparent treatment of investment management clients across different types of investments when calculating the performance fee. Part One was published in the Fall 2016 issue of this journal. Part two of the article is focused on formulas and illustrations.

Fair and Transparent Performance Fee – Part Two

Steiner Eikeland, Industrifinans Kapitalforvaltning

This article suggests a set of guidelines to promote fair and transparent treatment of investment management clients across different types of investments when calculating the performance fee. Part One was published in the Fall 2016 issue of this journal. Part two of the article is focused on formulas and illustrations. The formulas are valid for mutual funds, private equity funds, real estate funds, derivatives funds, hedge funds, discretionary management, and investment advisory. The illustrations give a graphical view and practical examples of the guidelines. The
suggested guidelines is securing equal treatment of clients, complying with general principles, providing necessary parameter set, clarifying detailed formulas, and supporting easy implementation.

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