Practical Issues with Performance-Based Fees

CFA Institute Conference Proceedings Quarterly
March 2011 | Vol. 28 | No. 1 | 10 pages
Source: CFA Institute
Dimitri A. Senik, CFA

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Summary

Performance-based fee compensation relies on performance fee models that require specific parameters to be clearly stipulated in the fund prospectus and investment management agreement. Ambiguity in such documents has led to financial costs for funds and investors. Detailed regulatory guidance and industry standards are needed to address the practical issues related to performance fees.

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