Duff & Phelps Investment Management Co. provides professional investment management services primarily to institutional clients, including registered investment companies, pooled investment vehicles, and institutional separate accounts. The firm focuses on specialized investment strategies involving listed real assets and income-oriented securities, such as global listed infrastructure, real estate securities, energy infrastructure, clean energy, water resources, and investment grade fixed income. Duff & Phelps utilizes a fundamental research approach that combines bottom-up company analysis with top-down macroeconomic considerations, evaluating companies for sustainable competitive advantages and long-term cash flow reliability. The firm also incorporates environmental, social, and corporate governance factors into its research process. While Duff & Phelps primarily serves institutional investors and pooled funds, the firm may occasionally accept retail clients, though it does not generally manage retail advisory accounts. Minimum investment requirements range from $5 million to $25 million depending on the chosen investment strategy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.75% |
| $50.0M - $75.0M | 0.70% |
| $75.0M - $100.0M | 0.65% |
| $100M+ | 0.60% |
Standard fee schedules vary by strategy. The schedule shown reflects the Energy Infrastructure strategy. Other strategies have different tiers and minimum account sizes ranging from $5M to $25M. Fees are negotiable.