Jeffrey Ptak(@syouth1):SEC has issued a proposal that would allow OE funds/etfs to levy perf-based fees in a fashion akin to how HFs/private funds do it (ie, up to 20% of gains). Currently, funds can only levy perf fees using fulcrum-fee structure. This would liberalize that.

Jeffrey Ptak

@syouth1

Dad, CFA, 'commentator'. Morningstar: Substack:

参加 October 2011

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Jeffrey Ptak@syouth1

2026.09.30 19:35

SEC has issued a proposal that would allow OE funds/etfs to levy perf-based fees in a fashion akin to how HFs/private funds do it (ie, up to 20% of gains). Currently, funds can only levy perf fees using fulcrum-fee structure. This would liberalize that.