Bard Consulting

FEES, PERFORMANCE, AND OTHER QUANTITATIVE MEASURES

FEES, PERFORMANCE, AND OTHER QUANTITATIVE MEASURES

 

Fee Calculations, Performance Measurement, And Other Quantitative Issues


WHY IT MATTERS

The fees incurred by investors represent a significant cost and therefore have a material impact on net returns.  Fee structures can be complex and even seemingly simple structures can often have hidden complexities.


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Bard Consulting has performed approximately 200 in-depth asset management and incentive fee reviews since 2012.

WHAT WE DO

Bard Consulting has performed over 200 in-depth asset management and incentive fee reviews, ensuring clients understand the financial and legal frameworks for their investments.

Fee analysis and structuring

Bard assesses the potential financial impact of various fee structures under different investment return outcomes, pinpointing any unintended fee consequences and verifying market rates.

Fee negotiations

Bard assists clients in fee negotiations and in evaluating and negotiating trade-offs to accomplish our clients’ objectives.

Legal documentation

Bard drafts and reviews fee documentation to ensure it can be clearly interpreted at the time of calculation and it does not have any unanticipated consequences when investments do not perform as anticipated.

Fee calculation reviews

Bard reviews manager fee calculations for conflicts of interest, conformance to legal documents, and calculation accuracy.