Rethinking Investment Fees

  Free to International Foundation and ISCEBS Members

RECORDED – September 11, 2018
3:00-4:30 p.m. ET

Investment fees matter for two reasons. One is well-known: Fees reduce clients’ returns. But this is not the only effect they have—Fees also influence your investment manager’s decisions. Lately, institutions ranging from the United Kingdom regulator to academic researchers to the world’s largest pension fund have started to pay more attention to the importance of fee structures (not just fee levels). That focus should be welcomed by investors. By developing a better understanding of different fee structures and the incentives they create, we believe clients can improve their chance of finding managers who can deliver long-term value for money. This webcast will discuss:

  • Impact of investment fees
  • Concepts of “fee risk” and “value for money”
  • Explain the workings of different fee structures, including lesser known refundable fees
  • Incentives (both good and bad) created by different structures
  • Recent academic research and global industry trends
  • Assessment of manager’s fees



Dan Brocklebank [view bio]
Director and Head of UK
Orbis Investments
London, England


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