Federated Global Investment Management provides investment advice and manages assets for various clients, including high net worth individuals, institutions, investment companies, and pooled investment vehicles. Services include continuous investment supervision, model portfolio management, and sub-advisory roles. The firm may invest client assets in affiliated investment companies.
Fee Structure
Federated Global Investment Management charges fees based on a percentage of assets under management. These fees vary depending on the type of account (Separate, Managed, or Model Portfolio) and the investment strategy. Fees may be negotiable and may include breakpoints where the percentage decreases as assets increase. Managed accounts may have a 'wrapped fee' covering various services, with Federated receiving a portion.