Brattle experts analyzed the appropriateness of fees charged to mutual fund investors for investment management and related services. We advised the company and its outside counsel on the relevant measures of profitability, developed a sophisticated analytical framework to assess fund-level profitability, and advised both the client and a testifying expert through reports, depositions, and trial preparation. The case was dismissed prior to trial. We later performed annual fee benchmarking analyses on behalf of the mutual fund complex’s Board.

Practices