Investment management fees survey
Investment Pensions & benefits Investment strategy Investment manager researchOur survey report, produced since 2010, is the most comprehensive survey of investment manager fees in the UK and has proven to be an important resource for both institutional investors and the asset management industry.
Who is getting good value for money from investment managers?
For the past decade, we've seen a downtrend in investment management fees for institutional investors across most core asset classes. In our latest investment management fees survey, we find signs of that trend levelling off. However, there are notable exceptions in private markets assets which have seen fee rate rises since our last report.
For the first time, we have used publicly available data from retail investment platforms to compare fees paid by institutional investors with those paid by individual investors.
Fees and costs can make a big difference to your investment return, especially if you’re investing over many years.
What's inside?
- Manager fee rates: the downtrend in fees shows signs of levelling off
- How much of your return is it reasonable to pay your manager?
- A comparison of fees paid by individuals versus institutions
- Value for money for DC schemes
- How to ensure the fees you're paying are competitive
