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Orbis Investment Presentation: Performance Fees

Summary of the session
40 minutes structured CPD

Synopsis

  • Growing importance of performance fees
  • Understanding different fee structures
  • Defining performance
  • Reviewing different fee structures against objectives

Learning objectives
The learning objectives of this session are to:

  • Understand why more detailed knowledge of fees is important as markets change
  • Understand the basic fee models used and the respective benefits and disadvantages of each;
    • Flat fee
    • Performance based
    • Combinations
  • Know how to define performance
  • Gain an appreciation of how-to analysis fund objectives and the related performance fees

FSTP LLP is a Premier Approved Training Partner of the CISI and have reviewed the content of this presentation and its learning/CPD content, in line with the requirements of continued professional development.  The learning objectives can be presented to record CPD together with evidence of attendance to awarding bodies.

N.B.  FSTP does not endorse any individual product or provider or their own internally produced performance or statistical analysis.

Assessment
Pass = 4 out of 5

Support
For further information please contact [email protected]

  • Content
    2
    • Performance Fees – view slides
      30 min
    • Performance Fees – assessment
      5 questions10 minFinal

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