The core activity of Novarca is to help asset owners and institutional investors optimize their cost structure by identifying and reducing fees and expenses paid to external parties. This is achieved through the analysis and optimization of cost structures to achieve risk-free returns and increase the efficiency of investments.
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Industry:Management Consulting
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Advisory to analyse and reduce fees and costs in institutional investment portfolios, including cost-structure analysis, identification of savings and an implementation plan.
Portfolio cost analysis
Portfolio cost analysis with data collection from monthly statements, invoices, custody account reports, contracts, questionnaires and trading histories, as well as an evaluation of various cost, fee and expense items.
Optimization of cost structures
Optimization of cost structures through negotiations and implementation of improved terms, fee waivers, cash rebates, credits or other measurable savings.
Savings monitoring after implementation
Monitoring of the realized savings over a defined period, typically two years, as well as support for future fee negotiations and trends in fee terms.
Cost and fee transparency for institutional investors
Cost and fee transparency for pension funds, sovereign wealth funds, foundations and endowments, to complement existing cost-reduction programmes or determine their benefits.
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