Pinebase | Fees and Terms

Fees and Terms

American Retirement Association Continues Pension Relief (CIO)

ILPA's Private Equity Limited Partnership Agreement Model (EH)

Debt's Carried Interest Pays Highest Annual Remuneration (PDI)

Fund Operations to Adjust: Period, Rollover, Follow-On, Etc. (PEI)

Implementation Note Issued March 3, 2020 (FED)

Evolution of Shrinking Hedge Fund Fees (HW)

Private Funds Weigh in on Advertising Rule Changes (PI)

HK's Carried Interest Reform Could Make Them a Tax Haven (PEI)

FoFs in PE Started Using AI to Lower Cost (RN)

SEC Will Pay Close Attention to Investment Advisors in 2020 (CIO)

Fee Competition Hasn't Lowered Prices Due to High Expense (II)

CalPERS Alters 'Customised Investment Account' Policy (Pei)

TRS of Texas Beats Quant Firm in Cutting Trading Costs (II)

Less Active Managers Prompt LPs to Negotiate Lower Fees (II)

SEC Discovers Advisers Are Failing to Supervise Their Reps (HFLR)

Fees Continue to Be a Sore Point (PEI)

Private Equity Fees are Difficult to Justify (PEI)

Asset Owners Are More Stringent on OCIC Providers (II)

Hong Kong SFC Waiving Fees to Reduce Regulatory Costs (AO)

Workers Strike at 60 UK Universities Over Pensions & Pay (CIO)

How RIAs Can Woo Banks Into Lending Them Money (RIA)

Carried Interest Tax Rules Slated for 2020, Official Says (BB)

ILPA Creates ‘Model LPA’ Featuring Whole-Of-Fund Waterfall (PEI)

Does it Pay to Pay Performance Fees? (TF)

Management Fees Remain a Sticking Point (PEI)

The Persistence of High-Fee Index Funds (WM)

Quant Funds Lose Their Shine as Strategies Falter (FT)

SEC Looks to Rewrite Rules for Brokers (WSJ)

Carry and Hurdles in Three Charts (PEI)

The Hedge Fund Fee Conundrum (II)

More HFs to Renegotiate Fees with UTIMCO (PI)

PE Fee Model Under Scrutiny Following Nordic PE Entry Snub (FT)

Higher UST Yields Hit Hedge Fund Fees (VW）

Fees Charged by Private Debt Funds at a 10-Year Low (II)

The Highest Performing Venture Capital Fee Structure (II)

What Fee Compression Canadian Advisors Deliver (WA)

Fees Exacerbated a Lost Decade for Active Managers (FA)

Asset Management Fees Grow Despite Passive Headwinds (VW)

Defined Contribution Fees Halt Their Decline, for Now (II)

Private Capital Fund Managers Raise Fee Rates in 2017 (VW)

PE Managers Raise Fees In 2017 Amid Booming Demand (CIO)

Surging PBGC Fees Incentivize Pension De-Risking (CIO)

Fees On Committed Capital The Norm In Private Equity Funds (P&I)

Meet The Manager Willing To Give Investors Back Their Money (II)

Strapped Pension Funds, And The Hefty Fees They Pay (NYT)

Texas Teachers Bears Down On Fees (Top1000Funds)

Hedge Fund Launches Rise As Incentive Fees Fall (FinAlternatives)

Some Hedge Funds Still Merit 2-And-20, HC2'S Falcone Says (BB)

HF Fee Cutting Sign of Times as Investors Revolt (ValueWalk)

Alignment Growing Between Managers and Investors (AIMA)

Fee Secrecy is Wrong, Period (P&I)

New Fund to Launch with No Performance Fee (CNBC)

Who Gets Preferential HF Terms (Chief Investment Officer)

Hedge Funds Across Globe Cut Fees In Battle for Investors (Reuters)

The Demise Of The Management Fee In VC (Inc.com)

Steve Eisman’s Next Big Short Is Hedge Fund Fees (BB)

Och-Ziff: To Trim Management Fees For Main Hedge Funds (PI)

Source: SEC To Crack Down On "Excessive" HF Expenses (ZH)

The Scariest Word in the World—for Some (CIO)

Hedge Funds Buckling Under Fee Pressure, LP Apathy (CIO)

Will HFs Change Their Fee Structure (The Big Picture)

How Much Should Smart Beta Cost? (CIO)

Reasons To Consider Traditional 2&20 Hfs (Investopedia)

NY State Pension Manager Calls HF Fees Unfair (Nypost)

PE Managers Regain The Upper Hand (PI)

Hedge Fund Fees Will Have To Go Down (BB)

Investors Join Buffet In Attacking Excessive Fees (BB)

ILPA Gets Industry Backing for Fee Transparency (DOWJ)

ILPA’s Disclosure Push Reignites Carried Interest Tax Debate (WSJ)

Vanguard Cuts Expense Ratio As Fund Expense Wars Heat Up (VW)

ETF Price War Heats Up as BlackRock Cuts Fees on 7 Funds (BB)

Debate Over Related-Company Fees (FINalt)

Apollo: SEC Inquired About Accelerated Fee Collection (Bloomberg)

Challenging PE Fees Tucked in Footnotes (NYT)

ILPA Template Details PE Fees, Costs and Carry (PE Hub)

NYC’s Pensions: We Want ‘Full Transparency’ on Fees (WSJ)

2014 Preqin Private Equity Fund Terms Advisor (Preqin)

Radical Idea: Performance Guaranteed or Your Money Back (WSJ)

Stop Universities From Hoarding Money (NYT)

For Pensions, Higher Fees Don’t Mean Higher Returns (WSJ)

Rubenstein Says PE’s Fees, Investors Have Changed (Bloomberg)

Active Money Managers Feel Pressure to Adjust Fees (P&I)

Tiered Management Fees (HFLR)

CalPERS Hampered By Fee Complications (P&I)

Calpers to Cut External Money Managers by Half (WSJ)

How to Cut High Hedge Fund Fees in Half (Alpha)

When Are High Management Fees Worth It? (CIO)

Fees to Pension's Hedge Fund Managers Worry Lawmakers (Yahoo)

Hedge Funds That are Worthy of High Fees (Novus)

Unigestion Investor Suggests Lower Hedge Fund Fees (WSJ)

US Hedge Funds Adopting Tiered Fee Structures (FINalt)

Investors Tell HF They Want Lower Fees - Survey (WM)

Institutional Investors Want Further Fee Concessions (FINalt)

Fees Get Leaner on Private Equity (WSJ)

Blackstone Opens Up About Hidden Fees (Bloomberg)

Fees Get Leaner on Private Equity (WSJ)

HF Urged to Beat Benchmarks Before Charging Fees (Bloomberg)

Alignment of Interests: General and Limited Partner (Harvard)

Hedge Funds Investing Principles (Altaoi)

Hedge Funds Seek to Tie Up Money for Longer (WSJ)

Pension Funds Lambaste PE Firms for Large Fees (WSJ)

Warburg Brushes Off Hurdle Question (FINalt)

Behind Private Equity’s Curtain (NYTimes)

The Deal’s Done. But Not the Fees (NYTimes)

CalPERS' Exit Could Heap Pressure on Hedge Fund Fees (Reuters)

Management Fees Top Lists, LPs Want Better Alignment (PIonline)

2 & 20 is Dead – 1 & 15 is on the Way Out….(Pragmatic Capitalism)

Big Investor Says Most HF Managers Are Overpaid (Bloomberg)

Ex-Bridgewater Analyst Wang Starts No-Fee HF (Bloomberg)

Will HF Fees Ever Come Down? (Institutional Investor)

Investors Seeking to Alter HF Fees Backed by IRS (Bloomberg)

Developments in PE Terms Since the Financial Crisis (Orrick)

Negotiating PE Fund Terms: The Shift of Power (American Bar)

Investors Seeking to Alter HF Fees Backed by IRS Ruling (P&I)

GPs Build Alignment Through ‘Aggressive’ Terms (PE Hub)

Fee Pressure on Early-stage Managers (COOConnect)

Hedge funds cut fees to win big investors (FT)

Are Hedge Funds worth it? (HFI)

Hidden Fees in Hedge Funds (FinAlternatives)

AQR Asness criticizes hedge fund fees (Reuters)

PE Fund Terms (sample) (Preqin)

Hedge Funds are for Suckers (Bloomberg)

An end to "2 & 20" (Preqin)

Chart on HF fees (Quartz)

Imagining Lower Fees (NY Times)

Average Hedge Funds to Cut Fees (Bloomberg)

Fees/Returns for Pension Funds (MD Policy Report)

Change Investors want in Infrastructure (aiCIO)