Performance fees and equalisation
Professional Development
Overview
Performance fees can form a large part of fund expenditure for a structure. This course recaps management fees and covers the key differences between performance fees and carried interest before introducing equalisation (or ‘true up’) for incoming investors through a practical worked example.
Suitable For
Managers and qualified accountants who have exposure to performance fees and equalisation for fund investors.
2 CPD hours
2 hours
Jersey
This course has already run and a new date has not yet been scheduled. Please contact us to register your interest.
Learning Outcomes
Having attended this course, delegates will:
- Understand what performance fees are
- Be able to distinguish between performance fees and carried interest
- Feel more comfortable with equalisation principles and workings
SESSION CONTENT
- Introduction to performance fees
- Definition and worked example of equalisation for incoming investors