Asset Outsourcing Exchange

Fees Paid for Investment Management

Access universe data (percentiles, medians) on the actual fees insurance companies pay for asset management, specific to asset class and style. Fee data is sourced from Eager, Davis & Holmes’ surveys of insurance companies and covers placements from 2004 through 2008. Asset classes and styles covered include:

Balanced manager roles (equity and fixed income)

US equity roles

Global roles

Core active equity

Global equity

Indexed equity

Global fixed income

Enhanced index equity

 

Large cap growth/value

Ex-US equity roles

Mid cap growth/value

Active equity (International active equity from US insurance companies’ viewpoint)

Small cap growth/value

Indexed equity

 

Europe equity

US fixed income roles

UK-only equity

Core active fixed income

 

Core plus

Alternative investments

Laddered or buy and hold

Private equity

Short term cash management

Private debt

 

Funds of hedge funds

Specialized fixed income roles

Single manager hedge funds

Municipal bonds

 

High yield bonds

Real estate

Convertible bonds

REITs

 

Other real estate