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Fee Analyzer from Investment Metrics

Analytics platform providing fee benchmarking data across various asset classes and investment strategies, enabling pension funds to compare fees against peers and negotiate more favorable terms with external managers.

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Product analysis by function

Fee Negotiation and Benchmarking Software for External Manager Relations

Platforms that analyze investment management fee structures, compare them to market benchmarks, and support the negotiation and optimization of fee arrangements with external managers.
More Fee Negotiation and Benchmarking Software More External Manager Relations ...

Data Integration
(6 Yes /6 Known /10 Possible features)

Benchmarking and Analytics
(8 Yes /8 Known /12 Possible features)

Fee Calculation Engine
(0 Yes /0 Known /10 Possible features)

Negotiation Support Tools
(0 Yes /0 Known /10 Possible features)

Reporting and Visualization
(5 Yes /5 Known /10 Possible features)

Compliance and Policy Management
(1 Yes /1 Known /10 Possible features)

Collaboration and Workflow
(3 Yes /3 Known /10 Possible features)

Security and Access Control
(4 Yes /4 Known /10 Possible features)

User Experience and Interface
(5 Yes /5 Known /10 Possible features)

Scalability and Performance
(3 Yes /3 Known /10 Possible features)

Integration and Extensibility
(5 Yes /5 Known /10 Possible features)

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API Connectivity Ability to connect to third-party data sources, custodians, and internal systems via APIs.		Fee Analyzer is a benchmarking analytics platform; documentation and site indicate API-powered data feeds and connectivity for integrating manager, peer, and custodian data.
Bulk Data Import Import fee data in bulk from files such as CSV, Excel, or other standardized formats.		Bulk data import is a common requirement in benchmarking platforms; platform documentation advertises import from CSV/Excel and custom file mapping.
Direct Custodian Feeds Receive automated fee and exposure data feeds directly from custodians.		No information available
Manual Data Entry Interface User-friendly UI for manual input or correction of fee-related data.		Fee Analyzer supports manual or spreadsheet upload and data corrections via web UI as shown in demos/documentation.
Data Validation Automated checks and controls to ensure imported data meets quality standards.		Platform claims to have automatic validation checks and error reporting during data upload; standard in peer platforms.
Data Refresh Rate The frequency with which data can be synchronized or updated in the system.		No information available
Data Mapping/Transformation Ability to flexibly map and transform disparate data into a standardized format for analysis.		Fee Analyzer standardizes disparate data from various sources for analytics, indicating mapping/transformation support.
Historical Data Storage Capability to store and reference large historical fee and performance datasets.		Marketing materials highlight the ability to analyze trends over time and refer to large multi-year data storage.
Integration with CRM Interfaces with client relationship management for context on negotiation history.		No information available
Custom Data Source Support Allows users to configure integrations with non-standard or proprietary data feeds.		No information available

Peer Universe Coverage Number of peer funds or mandates included in benchmarking datasets.		No information available
Custom Peer Group Definition Users can define and adjust their own benchmark or peer comparison group.		Users can define their own peer comparison groups; supported per product documentation.
Market Data Updates Regular updates of market fee benchmarks and indices.		Market data updates are mentioned as a differentiator for periodic benchmarking; sources updated quarterly.
Fee Decomposition Analysis of fee components, such as management fee, performance fee, other charges.		Platform offers fee breakdowns by management, performance, and other charge types.
Statistical Analysis Tools Support for calculating percentiles, averages, quartiles, and other statistics.		Statistical analysis tools, including quartiles, percentiles and averages, are featured in Fee Analyzer charting.
Trend Analysis Ability to chart and analyze trends in fee levels over time.		Trend analysis is a core function (e.g., charting fee trend over time as showcased in platform demos).
Performance vs Fee Correlation Evaluate relationship between fees charged versus actual performance.		Fee Analyzer supports correlation analytics between performance and fee structure.
Fee Leakage Identification Detects hidden/implicit fees not clearly disclosed or out of line with market.		Platform claims to 'surface hidden costs' and identify fee outliers.
Outlier Detection Alerts users to abnormal fee arrangements relative to benchmarks.		Automatic outlier detection is mentioned as a Fee Analyzer feature.
Benchmark Update Frequency Frequency at which benchmarking data is refreshed.		No information available
Scenario Modeling Users can create hypothetical changes and evaluate impact on benchmarks.		No information available
On-demand Custom Analytics Users can request or generate custom comparative analyses.		No information available

Multi-class Fee Support Ability to model fee structures for different share or mandate classes.		No information available
Complex Formula Handling Supports tiered, hurdle rate, high-water mark, catch-up, and other advanced fee formulas.		No information available
Simulation Speed Number of different fee arrangements that can be simulated per minute.		No information available
Adjustable Assumptions Users can input custom asset growth, performance, and other variables.		No information available
Cash Flow Modeling Projects the effect of fees on cash flows under different scenarios.		No information available
Fee Forecasting Ability to project future fees based on assumptions or simulated outcomes.		No information available
Performance Fee Granularity Level of detail supported for modeling performance-based fee structures.		No information available
Currency Handling Supports multi-currency fee calculations and reporting.		No information available
Audit Trail for Calculations Provides a transparent, step-by-step calculation log.		No information available
Custom Fee Schedule Input Users can input and store bespoke fee schedules for each manager.		No information available

Deal Documentation Tracking System for storing and managing documentation related to negotiation rounds and outcomes.		No information available
Negotiation Workflow Management Track progress through negotiation stages, approvals, and digital signatures.		No information available
Best Practices Library Provides templates, guidelines, and market intelligence around negotiation tactics.		No information available
Automated Proposal Generation System generates counter-offers or proposals based on analysis and policy.		No information available
Negotiation Outcome Analytics Post-negotiation analysis to assess how fee reductions were achieved.		No information available
Negotiator Collaboration Tools Supports real-time messaging, sharing of notes, and coordinated edits among negotiating team.		No information available
Historical Negotiation Repository Database of all past negotiations for reference and lessons learned.		No information available
Approval Workflow Customization Customizable approval chains for finalizing negotiated terms.		No information available
Meeting Scheduler Integrated calendar and scheduling tools for meetings and deadlines.		No information available
Negotiation Status Dashboard Real-time overview of the state and stage of all ongoing negotiations.		No information available

Custom Report Builder Allows users to design and generate tailored fee, benchmarking, and negotiation reports.		Custom report builder is featured in Fee Analyzer for benchmarking and fee analysis.
Interactive Dashboards Real-time, user-customizable dashboards for visualizing key fee metrics.		Interactive, customizable dashboards for visualizing metrics are presented in UI screenshots/demos.
Scheduled Report Distribution Automate delivery of routine reports to stakeholders.		No information available
Export Formats Number of report and data export types supported (e.g., PDF, Excel, PowerPoint).		No information available
Drill-down Visualization From summary views, users can drill into detailed fee components and sources.		Drill-down from summary to component level is visible in product literature.
Data Table Export Direct export of raw and formatted data tables for further user analysis.		No information available
Graphical Fee Comparison Visual comparison of own fees vs benchmarks and across calendar periods.		Graphical comparison of client vs peer fees is a core analytical view within Fee Analyzer.
Role-based Report Access Control which users can access specific types of reports.		Role-based access for reports mentioned in security and admin guides.
Regulatory Report Templates Includes templates that comply with local regulatory or internal requirements.		No information available
Automated Data Annotation System can tag or explain anomalies or highlights within reports.		No information available

Policy Rule Engine Configurable engine for setting and monitoring compliance with internal fee policies.		No information available
Automated Compliance Alerts Triggers alert when proposed terms fall outside of policy guidelines.		No information available
Regulatory Change Updates Monitor and update fee policies as regulations evolve.		No information available
Custom Policy Documentation Stores and manages custom fund, board, or regulatory fee policies.		No information available
Audit Logging Tracks every user action, change to fee schedules, and negotiation edits.		No information available
Segregation of Duties Restricts and logs who can propose, approve, and implement fee terms.		No information available
Approval Workflow Integration Integrates compliance sign-off into negotiation and fee change workflows.		No information available
Policy Violation Reporting Reports and analyzes any breaches or overrides of established policies.		No information available
Historical Compliance Evidence Stores documentation demonstrating full compliance for audit purposes.		No information available
User Access Controls Granular permission levels for user roles and policy visibility.		User access controls by permission/organization are noted in product user documentation.

Team Task Assignment Assign tasks related to fee negotiation, review, or reporting to specific users.		No information available
Commenting/Discussion Threads Support for threaded comments attached to fee negotiations or benchmarking data.		No information available
Notifications and Reminders Automatic reminders for critical negotiation milestones or deadlines.		Users receive alerts and reminders for fee negotiation cycles; evidenced in admin panel screenshots.
External Stakeholder Invitations Securely invite third parties (e.g., consultants, legal) into selected workflow steps.		No information available
Workflow Customization Ability to customize sequential and parallel approval paths or negotiations.		No information available
Realtime Collaboration Multiple users can work simultaneously on the same negotiation or report.		No information available
Role-Based Task Routing Route tasks to users depending on seniority, expertise, or division.		No information available
Collaboration History Access to full logs of all comments, edits, and decisions made per negotiation.		No information available
Integrated Email Alerts Send email notifications triggered by workflow events.		Integrated email notifications described for workflow-related activity in security documentation.
Mobile Workflow Support Collaboration and task approvals available via mobile device.		Mobile support for dashboard and analysis views is advertised in Fee Analyzer technical literature.

User Authentication Method Support for advanced authentication mechanisms (e.g., SSO, 2FA).		SSO and 2FA authentication methods are available for enterprise deployments.
Encryption at Rest All fee and contract data is encrypted while stored.		Platform hosts sensitive manager data; support for encryption at rest cited in data security summary.
Encryption in Transit All communications between users and servers are encrypted.		Fee Analyzer uses HTTPS/SSL and references encrypted transmission in architecture overview.
Audit Trail for Access Tracks every login, change of credentials, and privileged activity.		No information available
Field-Level Access Control Sensitive data fields (e.g., manager/mandate-level fees) can be hidden by user permission.		No information available
Data Residency Options Allows users to select or request specific data localization requirements.		No information available
Incident Response Protocols Documented and tested procedures if a data breach is detected.		No information available
Role-based Security Grouping Assigns security policies based on user roles and teams.		No information available
Access Expiry Management Automatically expires or restricts access after set periods of inactivity or role changes.		No information available
Secured API Gateways All external API integrations pass through secure gateway filtering.		API integrations documented as passing via secure gateways per vendor's technical specifications.

Intuitive Navigation Clearly structured menus and paths for efficient navigation.		Fee Analyzer public UI guides emphasize simplicity and usability for efficient navigation.
Customizable Dashboard Layouts Each user can configure their dashboard views.		Each user can configure their dashboard and save custom views in Fee Analyzer as per user guide.
Responsive Design System works effectively across desktop, tablet, and mobile displays.		Responsive web design for desktop, tablet, and mobile device access is marketed and shown in screenshots.
In-platform Help and Tooltips Contextual help resources and tooltips guide users through features.		Fee Analyzer provides contextual help and tooltips in product navigation.
Search Capability Powerful search for fee schedules, negotiations, or documents.		Search function for mandates, reports, and benchmarking data presented as a key feature.
Multi-language Support Platform can be delivered in multiple languages.		No information available
Favorite/Saved Views Users can bookmark or save favorite report/filter settings.		No information available
Accessibility Compliance UI designed per AA/AAA accessibility standards for all users.		No information available
User Activity Dashboards Dashboard summary of all user’s recent activity and open tasks.		No information available
Background Auto-save All changes and inputs are auto-saved to prevent data loss.		No information available

Concurrent User Capacity Max number of users supported simultaneously without performance loss.		No information available
Data Volume Capacity Maximum data storage supported before performance degradation.		No information available
Average Page Load Time Measured front-end system response for a standard dataset.		No information available
Peak Simulation Performance Maximum number of fee scenarios or calculations per hour.		No information available
Elastic Resource Scaling Platform automatically scales server resources during demand spikes.		Vendor's technical FAQs address elastic cloud resource scaling during reporting spikes.
Disaster Recovery SLA Maximum outage time for system recovery to full functionality.		No information available
Uptime Guarantee Service level guarantee for minimum available uptime.		No information available
Multi-region Deployment Supports users and data across multiple geographic jurisdictions for redundancy.		Fee Analyzer is hosted for clients globally with cross-region redundancy for resilience.
Zero Downtime Upgrades System upgrades occur without interrupting user work.		No information available
Historical Data Performance Maintains high performance for analytics on 5+ years of historical data.		Per analytics documentation, query and reporting performance is maintained for 5+ years of history.

Open API Full-featured API allows integration with upstream and downstream systems (e.g., risk, accounting).		REST API support for integration with risk, accounting and other systems is noted in developer documentation.
Webhooks/Push Notifications Send real-time notifications or updates to external applications.		Webhooks and push notifications are available for real-time updates and custom alerting.
Plugin/Extension Support Support for installing add-ons that enhance or customize platform capability.		No information available
Custom Data Connector Capability Users can build and deploy custom connectors for proprietary data feeds.		No information available
Single Sign-On Integration Platform integrates with corporate identity management for simplified login.		Single sign-on integration with enterprise identity providers is referenced in implementation guides.
Export to BI Tools Direct compatibility with business intelligence solutions (e.g., Tableau, Power BI).		Export and data connector support for Tableau/Power BI shown in API documentation.
Third-Party Regulatory Interface Automated reporting or data transfer to regulatory agencies or auditor portals.		No information available
White-labeling and Branding Allows overlays of fund or sponsor branding for internal/external presentation.		No information available
Versioned API Documentation Detailed, version-controlled documentation for developers and integrators.		Versioned API documentation is available for integration partners and developers.
Legacy System Migration Tools Built-in tools and guidance for migrating data from old systems.		No information available

Fee Analyzer from Investment Metrics

Product analysis by function

Fee Negotiation and Benchmarking Software for External Manager Relations

Data Integration (6 Yes /6 Known /10 Possible features)

Benchmarking and Analytics (8 Yes /8 Known /12 Possible features)

Fee Calculation Engine (0 Yes /0 Known /10 Possible features)

Negotiation Support Tools (0 Yes /0 Known /10 Possible features)

Reporting and Visualization (5 Yes /5 Known /10 Possible features)

Compliance and Policy Management (1 Yes /1 Known /10 Possible features)

Collaboration and Workflow (3 Yes /3 Known /10 Possible features)

Security and Access Control (4 Yes /4 Known /10 Possible features)

User Experience and Interface (5 Yes /5 Known /10 Possible features)

Scalability and Performance (3 Yes /3 Known /10 Possible features)

Integration and Extensibility (5 Yes /5 Known /10 Possible features)