Performance fees and equalisation

Professional Development


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.

Online Classroom

online classroom

This course will be delivered through Online Classroom Live.

Please read our Online Classroom for Professional Development FAQ

Suitable For

Managers and qualified accountants who have exposure to performance fees and equalisation for fund investors.

2 CPD hours
2 hours

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

Course Content

  • Introduction to performance fees
  • Definition and worked example of equalisation for incoming investors