April 26th, 2018
By Mark Bell
Investment Metrics has released their latest research – Active Management Fee Review 2017 – which highlights that the pressure to lower active management fees became more persistent in 2017.
Key highlights from this report include:
– Most peer groups outperforming their benchmark over the long-term, gross-of-fees, but not by a significant margin
– These active return levels have decreased over the past two years
– The squeeze on fees has not differentiated itself by portfolio type
– The pressure is being felt by both fundamental and quantitative asset managers, as well as by emerging and small-cap equity managers
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For this study, we used data from Investment Metrics global database EQuest and utilized InvestWorks, our easy-to-use analytical tool for asset managers.
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