On 3 April 2020, ESMA published its final report on guidelines regarding performance fees in UCITS and certain types of AIFs, including the guidelines, as appendix IV (the Report). On 5 November 2020 ...
The Securities and Exchange Commission late Wednesday formally raised the net worth requirement for investors who are charged performance-based advisory fees. Under a final rule issued by the ...
For fund managers, general partners, and sponsors operating private investment vehicles, understanding the regulatory framework governing performance-based compensation is essential. Performance-based ...
Performance fee structures can feel like a puzzle with many pieces. As an investor, understanding how these fees work is crucial because they directly affect your returns. What’s behind terms like ...
Paying fees tied to performance could have “unintended consequences” for investors in certain types of strategies, according to researchers from Dimensional Fund Advisors and Massachusetts Institute ...
The Securities and Exchange Commission is sharpening its focus on how registered examiners continue to see problems – despite years of guidance and enforcement. The new staff guidance, published ...
Movingto reports that Portugal Golden Visa fund fees can exceed quoted rates, highlighting hidden costs like entry and exit ...
New research from Towers Watson suggests a better model for aligned fee structures should come from a more equitable split between investors and hedge fund managers of skilled outperformance. The ...