EM Leaders offers investment advice and services exclusively to institutional investors, specializing in emerging markets. Their services include selecting and monitoring local investment managers across twenty emerging markets. They also offer ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each institutional client. EM Leaders creates an Investment Policy Statement for each client, which outlines the client’s current situation and constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified investors are charged an asset based management fee of 1.00% on all assets under management and a performance-based fee of 10% of capital gains/capital appreciation of client accounts above a high water mark.