In the following report we review separate accounts and commingled funds post negotiated fees using Confluence’s Prism Analytics. Utilizing data from Confluence’s PARis platform, Prism Analytics aggregates insights from 80% of the top 20 consultants as ranked by P&I on institutional assets, including over 15K institutional plans, 400K portfolios, and $8T Assets Under Analysis. All data is provided by investment consultants with a fiduciary responsibility to get the numbers right. The information contained in this report is an aggregation and is anonymized.
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About the Author
Brendan Cooper
Head of Client Consulting & Research
Investment Metrics, a Confluence company