FUSE utilizes a collaborative process throughout our engagements, from project scoping to the final deliverable/presentation. Our decades of experience working with fund boards as well as helping asset managers make better, more informed decisions ensure that our analysis and insights have a tangible impact on the oversight responsibilities of independent directors.
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Board Structure and Compensation Benchmarking
Through the combination of our proprietary database of all ’40 Act fund boards and fund-level data, we provide director compensation analyses that is unparalleled. Our benchmarking offers complete flexibility with regard to traditional metrics such as size and number of funds, but can incorporate any number of factors to ensure relevance and comparability.
Advisor Profitability Analysis
Beyond our quarterly updated Asset Management Profitability Analysis, we can customize this data as needed to refine comparability or incorporate external data.
For boards that don’t have the resource of reporting from their adviser(s) or that simply want an external and objective source, FUSE offers customized or a standard package of high-level management reports reviewing the positioning, distribution and business performance of the funds and adviser(s) overseen.
Custom Peer Groups
Take advantage of FUSE’s deep product & investment experience to get a “second-look” peer group analysis or have FUSE create custom peer groups for strategies that are too challenging for your existing 15(c) provider.
Fee & Expense Analyses
FUSE can support any one-off or ongoing expense analysis projects that arise including sub-advisory fees, administrative and service provider expense analysis, breakpoint comparisons, etc.
Performance and Benchmark Assessments
The analysts at FUSE have deep product and investment experience and are able to go well beyond the traditional 15(c) performance analysis when needed.
We can provide support specific to board considerations pertaining to fund- and corporate-actions including fund mergers, conversions, product line combinations and rationalizations.