C WorldWide Asset Management (CWW AM) manages investment portfolios for pension funds, insurance companies, foundations, private businesses, and high net worth individuals. CWW AM focuses on long-term asset growth through concentrated stock-picking strategies. CWW AM offers several equity strategies, including global, international, and emerging markets.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.60% |
| $100.0M - $300.0M | 0.50% |
| $300.0M - $500.0M | 0.45% |
| $500M+ | 0.45% |
Fee schedule shown is the highest rate (Emerging Markets). International Equities and International Equities ADR: First $100 million in AUM 0.55%, Next USD 200 million in AUM 0.45%, Next USD 200 million in AUM 0.40%, AUM above USD 500 million On request. Global Equities and Global Equities Ethical: First $100 million in AUM 0.60%, Next USD 200 million in AUM 0.50%, Next USD 200 million in AUM 0.45%, AUM above USD 500 million On request. Emerging Markets: First USD 100 million in AUM 0.65%, Next USD 200 million in AUM 0.55%, Next USD 200 million in AUM 0.50%, AUM above USD 500 million On request. Fees may be negotiable. Performance-based fees may also be offered.