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fees and expenses

The problem with accelerated monitoring fees

The issue is less about what you charge, and more about who you tell.

Keep records of expenses for SEC scrutiny

An industry executive says the regulator wants to ensure that expenses aren’t excessive and investors aren’t billed inappropriately.

‘Key man’ departure hits CLSA property fund series

Chief executive John Pattar's move to KKR has made CLSA halt the investing activities of its latest Fudo Capital fund and step down fees accordingly.

SEC can fend off a compliance fiasco

GPs could submit to regulations from many states or, if ILPA has its way, comply with a national standard on transparency of fees and expenses.

Get someone to go over the waterfall

Tim Eberle, vice-president at fund services business Citco, makes the case for third-party verification of waterfall calculations.

Regulation retrospective: 10 years after the financial crisis

The constraints prompted by the global financial crisis could be on the chopping block. In Part I of this regulation special, pfm analyzes the changes since the crash.

Paying the price

Fees and expenses remain a top concern for limited partners but carry distribution is also a worry, writes David Turner

TPG Partners fined over monitoring fees

The firm was also accused by the SEC of failing to implement an adequate compliance program

The predictions of Mary Jo White

To celebrate our 150th issue, pfm sat down with Mary Jo White to hear her views on the regulatory world. Nearly a year on from the interview, Claire Wilson looks at which of the former SEC chairwoman’s forecasts have proved accurate

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