Whitepaper

Ensuring Fairness in Performance Fee Calculations

Understanding Series vs. Equalization Accounting for Hedge Funds

Calculating hedge fund performance fees fairly and accurately is critical to investor confidence and long-term fund success. This whitepaper explores the two primary methodologies—series and equalization accounting—and highlights how technology can simplify even the most complex scenarios.

Whether you're evaluating your current approach or launching a new fund, this guide can help you select the best-fit strategy while enhancing transparency and trust with your investors.

Download the whitepaper to explore:

  • The key differences between series and equalization accounting.

  • Operational challenges and automation requirements for each method.

  • How to align fee structures with investor expectations and fund strategy.

Get the clarity and tools you need to deliver fair, transparent and scalable performance fee calculations.