All-In-One Platform To Analyze, Manage And Monitor Your Investment Fees And Associated Costs
How GreenLock Works?
A. Anonymize & Curate
Computation engine extracts data from an anonymized transactions ledger along with the contractual arrangements to derive historical fees
B. Analyze & Benchmark
Employing slice-and-dice capabilities, assess the costs by mandate, transaction volume, counterparty and overall reduction potential
Unique pathways analysis provides an insight into funds flows between the financial intermediaries managing your investments
B. Analyze & Benchmark
Drill-down to the level of individual intermediaries to quickly appreciate the cost-to-serve landscape
Our proprietary collection of benchmarks across different types of intermediaries unlocks unrivalled insight into the fee reduction potential and informs planning and cost control efforts
C. Plan & Monitor
Carve out short and mid-term fee reduction strategies and action plans to concentrate on quick wins and biggest prizes
Define concrete steps and negotiation strategies to convert potential to actual savings
C. Plan & Monitor
Track realized savings and a 'to-do' list for each counterparty
Use dashboards to communicate key information on costs-to-serve, future and already realized savings to your client
Testimonials: Swiss-based Family Office
Our work allowed a Swiss-based family office to save 80 bps on fees annually while maintaining a similar level of service. The project covered three consecutive phases.
Phase 1 centred on collecting low hanging fruits - refunds and retrocession fees and expensive brokerage and custodian arrangements. Phases 2 and 3 simplified service arrangements and deployed innovative trading solutions.
Continuous monitoring of the savings along with the proactive corrective actions promise to bring over $2.5 million in value for the client over 10 years.
Testimonials: Norwegian Investment Fund
Norwegian Investment Fund was among the first to recognize that majority of investors leave money on the table by not approaching investment costs systematically.
Today, the fund employs sophisticated costs tracking and benchmarking automated solutions to track every penny.
For instance, an order cross-matching solution allows exchanging stocks with other fund managers bypassing trade commissions. Of course, long-term compounding amplifies the success of the strategy, producing consistent above average returns.
Innovate With Us
Our Expertise And Technology Are Here To Serve You And Your Clients
Automate And Save Time
The majority of investment managers still rely on tedious, error-prone and time-consuming spreadsheets to analyze service fees; our computation engine scrutinises costs data, leaving you to focus on things that truly matter.
Intelligence: Proactively Manage Your Fees
Justify your partner selection decisions using hard facts, consulting our investment pathways intelligence along with the rigorous benchmarking database. Define potential for fees optimisation and smart profit uplift.
Communicate With Your Clients
Use dashboards to monitor benefits realization and value delivery. Educate and delight your clients by explaining how savings from leaner fees structures translate into greater wealth over time.
Produce Tangible Results
Our team brings over 60 years of combined experience in investments and management consulting; we worked with S&P500 companies to optimize costs and manage large-scale tech programs.
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Get To Know Us And Our Solution
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