A Comparative Analysis of Performance Fees
By Megan Czasonis, Mark Kritzman, Baykan Pamir, David Turkington, State Street Associates
Jun 1, 2018

By Megan Czasonis, Mark Kritzman, Baykan Pamir, and David Turkington.

Published in the Journal of Portfolio Management, Summer 2018.

Investors are often faced with a choice between a flat fee and a performance fee. Although there are no simple rules to guide investors in their choice of a fee structure, we believe that our certainty equivalent methodology will enable investors to determine the optimal fee structure for a given set of circumstances.

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