Grantham, Mayo, Van Otterloo & Co. (GMO) offers investment strategies in major asset classes like U.S., non-U.S., emerging, and global equities and fixed income, as well as multi-asset class and alternative strategies. GMO implements these strategies through pooled investment vehicles (mutual funds, private funds, ETFs) and separately managed accounts. In some cases, GMO offers non-discretionary services through model portfolios or advice-only mandates. GMO may tailor its advisory services for clients investing through separately managed accounts.
Fee Structure
GMO's advisory fee varies based on the type of service, product, asset class, investment strategy, and vehicle type. Fees are generally a percentage of the net assets in the account. For separately managed accounts, fees typically range from 0.20% to 1.00% annually. Fees may be negotiable. In some cases, GMO is paid a combination of an asset-based fee and a performance fee.