2021 Private Investment Counsel Pricing

The 2021 Private Investment Counsel Investment Management Pricing Report provides valuable insight into private investment counsel industry pricing trends, attitudes and methodology and enables subscribers to benchmarks their fees against peers. The report leveraged our online survey capability to gather insights about pricing models and the influences of pricing on the competitive landscape. Additionally, more than 60 fee schedules submitted by participating firms were analyzed to segment the data in terms of asset classes and portfolio sizes.

This report is the most extensive and detailed assessment of PIC investment fees available in the Canadian market. We could not have achieved our goals without the active participation of PMAC and many of its members. For those firms that submitted a schedule, a customized dashboard is also available. The dashboard can be used to set competitive pricing based on data-based analysis by product type and asset classes.