Metzler-Payden offers investment management services, primarily fixed income and equity, tailored to the individual needs of institutional clients. Investment decisions are made by teams of dual employees who also work for affiliated firms. The firm's investment process involves input from investment strategy and client service functions, with a focus on best execution in trading.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500.0M | 0.30% |
| $500M+ | 0.25% |
Schedule is for Global Fixed-Income Management. Other schedules exist for Global Equities Management (0.70% up to $100M, 0.60% thereafter) and Global Balanced Management (0.50% up to $300M, 0.40% thereafter). Fees are negotiable.