This site uses cookies to improve your experience. By viewing our content, you are accepting the use of cookies. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country we will assume you are from the United States. View our privacy policy and terms of use.

Remove Fee Structure Remove Legal Remove Mutual Funds Related Topics
Due Diligence Return On Investment Taxes Consultants Leveraging Portfolios Funds Returns Financing Investing More Related Topics >
article thumbnail

Taking Due Diligence Beyond Exploration: 6 Important Considerations

Diamond Consultants

SEPTEMBER 20, 2022

Is your firm aggressive and litigious in pursuing legal remedies for advisors who leave? Does the current book map over in terms of investments (SMA, UMA, mutual funds, alternatives, ETFs, etc.)? This is a critical step, and it’s not just about portability and mappability; it’s also about fee structure.

Due Diligence 52
Due Diligence Mutual Funds Fee Structure Leveraging 52
article thumbnail

Transcript: Tom Hancock, GMO

The Big Picture

FEBRUARY 6, 2024

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy. No minimum.

Mutual Funds 52
Mutual Funds Financing Finance Assets 52
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

 

Stay Connected

Join 5,000+ Insiders by signing up for our newsletter

About
About
Editions
Editions
Topics
Powered by Aggregage | Terms and Conditions | Your California Rights and Privacy Policy
© Aggregage 2024