Carried Interest Plans

Rewarding Success

You’re an investment firm that needs a creative way to motivate and reward your fund managers. Consider a carried interest plan. This profit participation plan compensates fund managers based on their fund’s performance. They get an opportunity to up their compensation by improving fund performance. You get a cost-effective way to close the gap between lower-percentage management fees and the managers’ overall compensation. It’s a win-win. Especially when you have us mitigating the plan’s administration risk.

Here are some of the benefits of working with us:

• You'll have a number of experts to administer the plan and make sure that succession planning is complete. The processes and procedures will be clearly spelled out and can be checked.
• Your plan data will be held on secure systems that are protected, audited and backed up frequently.
• Your plan reports can be customized for stakeholders or various areas of business, including HR, finance, business areas, and compliance as needed.
• You'll have access to a website designed for you and the participants. Your fund managers will have better visibility into the plan. And you can track participation, their acknowledgement and agreement with the terms, and the carried interest rewards.