Channel Investment Partners Review 2022 | https://investmentchannel.net

Disciplinary Questions

After checking the disciplinary records of Channel Investment Partners, our system found no disciplinary questions to ask. Checks take place monthly.

Conflict Questions

After checking the regulative records of Channel Investment Partners, our system has identified the keep up interview ( second ) to ask. Learn more .

Does Channel Investment Partners offer mutual funds that have 12b-1 fees?

12b-1 fees increase the full annual cost of owning a common fund with no guarantee of higher returns. Some firms receive these fees as payments, which creates an incentive to promote them .

Does Channel Investment Partners offer products that have performance-based fees, or does it accept performance-based fees? Will any of my assets be invested in those products?

When performance-based fees are charged, the fiscal adviser is paid for outperforming a benchmark, typically an index. While this may seem like an attractive compensation structure to ensure your adviser is making your money work for you, frequently, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. For example, research has shown that reciprocal funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor people performance. This could be damaging to a customer during down markets.

Does Channel Investment Partners perform side-by-side management? How does Channel Investment Partners mitigate conflicts that arise from managing accounts with differing fee structures?

This typically occurs when firms manage reciprocal funds or hedge funds aboard smaller retail accounts. Side-by-side management can create an incentive for the adviser to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their retail clients.

Does Channel Investment Partners accept soft-dollar benefits? How do these benefits affect the firm’s selection of a broker-dealer partner?

Channel Investment Partners receives soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm alternatively of through broker-dealers that could provide the best trade execution for their clients .

Which securities does Channel Investment Partners trade for itself that it will also be recommending to me?

Channel Investment Partners has marked in their disclosures that they trade recommend securities. While this often can be seen as “ eating your own cook, ” there are several built-in conflicts that can arise. For example, front run is when a fiscal professional buy or sell securities ahead of their node. In curtly, any fiscal professional should disclose all positions they hold ( or have sold curtly ) that they will besides be recommending to you .
Our system found no early conflict questions to ask. Checks take place monthly .

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