Abstract: A method for aligning investor and portfolio manager interest comprising a polyfunctional fee algorithm. wherein said algorithm charges higher fees to the investor when returns are favorable and charges a lower fees to the investor when returns are not favorable.
Type:
Application
Filed:
June 11, 2008
Publication date:
May 14, 2009
Applicant:
Brandywine Asset Management, Inc.
Inventors:
Jeffrey Charles Trewella, Michael Paul Denver, Anthony Joseph Fischer