Fees
How we price correlation studies, stress briefings, diversification reviews, and retainers.
Pricing follows scope: number of indices, number of stress windows, and whether a walk-through is required before a fixed committee date. Figures below are starting points for UK engagements billed in pounds sterling. Final quotes are confirmed in writing before work begins.
| Consultation | Starting fee | What moves the quote |
|---|---|---|
| Global Index Correlation Study | From £8,500 | Index count above twelve; extra stress windows; compressed timelines |
| Cross-Market Stress Briefing | From £3,200 | Additional crisis windows; same-week delivery |
| Portfolio Diversification Review | Quoted per sleeve | Number of policy sleeves; trustee-facing rewrite |
| Rolling Correlation Retainer | From £1,850 / quarter | Index list size; optional quarterly call |
Estimate factors
We ask for your index list, preferred windows, and committee date before quoting. Proprietary or hard-to-source series may require extra preparation time. Travel outside London for an on-site presentation is billed at cost when requested.
Payment
Invoices are issued on engagement acceptance, typically with 50% to commence and the balance on delivery of the final memorandum. Retainers are invoiced quarterly in advance. See our refund policy for cancellation and rescheduling terms.
Next step
Request a briefing with your index universe and deadline. We return a written fee note within two working days.