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 ...

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 ...

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 ...

Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each fund research house compared with ...

Over the years, the fee debate has become more prominent. This debate, and the increased focus on fees, are good for investors, and it has placed pressure on providers, administrators and financial ...