Equitable Performance Fee for Hedge Funds
Publication Type
Journal Article
Publication Date
2004
Abstract
The article focuses on equitable structure for hedge fund incentive fees. The term hedge funds was first used to describe an innovative investment structure. Hedge fund managers earn money from two sources: management fees and incentive fees. Management fee is the percentage of fund's net assets under management and incentive fee is the percentage of profit that is given for positive performance. Equitable payment of incentive fees by investors can be made difficult by the way a fund is organized and the way incentive fees are charged. The article suggests a multiportfolio performance fee equalization process that is both equitable and transparent. This method allows small distortions due to adjustments to the equalization balance.
Keywords
hedge fund, performance fees, equalization process
Discipline
Business
Research Areas
Finance
Publication
Journal of Investing
Volume
3
Issue
3
First Page
31
Last Page
43
ISSN
1068-0896
Citation
PHOON, Kok Fai; Lee, D.; and Lwi, S..
Equitable Performance Fee for Hedge Funds. (2004). Journal of Investing. 3, (3), 31-43.
Available at: https://ink.library.smu.edu.sg/lkcsb_research/1495