Model Bucket

Banking & financial services model for wealth & funds management

This excellent financial model calculates GIPS compliant total investment management fees for lump sum investments and savings plans.

This excellent financial model calculates GIPS compliant total investment management fees for lump sum investments and savings plans.

The investment management fees can be set to a fixed percentage of paid in premiums or assets under management, as well as a performance based fee based on a percentage of profits.

To make the model perfect you can enter expected returns for asset classes and proportion of the portfolio invested in each asset class.


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thomashoyer

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