Understand the Fee-Growth Tradeoff

Are your fund products overpriced?

Your category peers are not the only factors that can determine how over- or under-priced your shareclasses are. Flowspring's factor model for fund pricing takes dozens of factors into account, including category, distribution channel, degree of passiveness, and many more.

If you are over- or under-priced, how much is that affecting your growth?

Our quantitative methods allow us to tell you exactly how much of a headwind or tailwind your organic growth is facing due to the level you've priced your products. Then you can take action to appropriately price your products according to a strategy of growth or profitability.

Graph of growth of headwind verses the net expense ratio.
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