CFA Institute announces a new Industry Survey on the treatment of fees
across the industry. The goal of the survey is to get perspective from different types of managers (Alternative, Wrap, Institutional, etc.) in various geographical locations on how they handle the different types of fees and also how they are being applied to the different fund structures. The feedback from survey participants can shed light on where the inconsistencies lie. The survey should be completed by an individual familiar with your firm’s standard performance measurement processes and procedures and/or the manner in which performance results are communicated to the investing public. The responses will be kept anonymous. However, all feedback received will be combined and an executive summary will be released in the coming months.