MetLife Investment Management, LLC (MIM Equity) offers investment advisory services for U.S. equity investments to institutional clients. Clients invest through separately managed accounts, registered investment companies, or collective investment trusts. MIM Equity manages portfolios using Small Cap Value Equity, SMID Cap Value Equity, and Small Cap Core Equity strategies. The firm tailors investment services to each client's needs, with procedures to monitor compliance with investment guidelines.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.85% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.60% |
| $100M+ | 0.55% |
Fees and minimum account sizes are negotiable depending on the type of advice provided and other factors, such as the size of the client account, the investment strategy, the relationship with the client and the required level of service. Fees can also differ based on account type.