Candide Group advises families, foundations, and other investors who want to invest in companies, funds, and organizations focused on social justice. Candide specializes in impact investments, aiming to generate social and environmental impact alongside financial returns. Candide offers research services to assess investment opportunities and investment management services to monitor and manage client portfolios. Candide also provides non-advisory services such as impact consulting and education.
Fee Structure
Candide Group's investment management fees are based on a percentage of your portfolio's value, up to 1.75% per year. The exact percentage depends on the investment strategy, account size, and the overall client relationship. Fees are typically billed quarterly in advance, but can be billed in arrears in some cases. The fees are tiered, meaning the percentage charged may decrease as the value of your portfolio increases. The specific tiers and fees are negotiated with each client. Investment management may also include performance-based fees.