All Fiduciary management articles – Page 7
-
News
Fid man assets surpass £100bn but cynicism persists
Pension assets under fiduciary management hit £114bn during 2015, but independent trustees remain sceptical of the alignment of interests underpinning such arrangements.
-
Opinion
How do trustees monitor strategies and performance in fiduciary management?
Roundtable: William Parry from Buck Consultants, HR Trustees’ Giles Payne, Russell Investments’ David Rae, Ralph McClelland from Sackers and Towers Watson’s Pieter Steyn, talk about how to monitor and assess a fiduciary manager, in the third part of the roundtable.
-
Opinion
What are schemes looking to gain by hiring fiduciaries?
Roundtable: William Parry from Buck Consultants, HR Trustees’ Giles Payne, Russell Investments’ David Rae, Ralph McClelland from Sackers and Towers Watson’s Pieter Steyn, meet to discuss the pros and cons of fiduciary management, in the first of a four-part roundtable series.
-
OpinionFiduciary management: strategies, complexities and benefits
Roundtable: Five industry experts discuss the benefits, complexities and performance of fiduciary management, as well as the impact of market changes and volatility over recent months.
-
Opinion
How can we reassure trustees on the more complex aspects of delegated investing?
Roundtable: William Parry from Buck Consultants, HR Trustees’ Giles Payne, Russell Investments’ David Rae, Ralph McClelland from Sackers and Towers Watson’s Pieter Steyn, consider the more difficult elements of fiduciary management, in the second part of this roundtable series.
-
Opinion
How have the past 18 months changed fiduciary management?
Roundtable: William Parry from Buck Consultants, HR Trustees’ Giles Payne, Russell Investments’ David Rae, Ralph McClelland from Sackers and Towers Watson’s Pieter Steyn, discuss how recent changes in global markets have affected the fiduciary world, in the final part of this roundtable series.
-
FeaturesMNRPF takes proactive step to monitor its fiduciary manager
Merchant Navy Ratings Pension Fund has created a three-person oversight committee to monitor the performance of its newly appointed fiduciary manager, an area of scheme investment that is notoriously difficult to benchmark.
-
Features
The Pensions Trust outperforms after investment governance change
Multi-employer scheme The Pensions Trust has changed its investment governance structure to reduce bureaucracy, beating its benchmark in the process.
-
News
Existing ties still a powerful influence in fid man appointments
Competition for fiduciary management has been bolstered by a rise in open tenders but existing relationships continue to be a dominant driver behind schemes’ choices and questions remain over the value of the approach.
-
OpinionSix test points for comparing fiduciary managers
Fiduciary management has been one of the major growth areas in the investment management/consulting industry in recent years, with total market growth of 47 per cent in 2014 alone, according to consultancy KPMG.
-
News
Slow movers are risking returns, experts warn
Pension schemes risk losing potential returns by moving too slowly when changing investment strategy, with some waiting months between investigating and implementing, consultants have said.
-
Opinion
Is fiduciary management right for your scheme?
The fast-growing world of fiduciary management can be a controversial topic for pension schemes.
-
OpinionWhy schemes should seek real fiduciary management
What observations can we make as fiduciary management in the UK gets ready to take off its training wheels, with early adopters having racked up a few years' experience and an ever-increasing acceptance of the model among UK pension plans?
-
Features
How can small schemes get smart with LDI?
Aviva Investors' Mark Versey, Legal & General Investment Management's Laura Brown, KPMG's Simeon Willis, AMNT committee member and Lend Lease Pension Scheme trustee, Alan Gander, Pan Trustees' Mike Roberts, Buck Consultants at Xerox's Celene Lee and State Street Global Advisors' Howard Kearns, discuss how LDI can benefit small schemes given the correct advice, in the second part of this roundtable.
-
Opinion
How a secondary market is starting to change fid man
The fiduciary management market in the UK has developed strongly over recent years. Estimates point to an annual growth rate of around 30 per cent over the past five years, with the UK market now having reached more than £70bn in assets.
-
OpinionFiduciary management: performance, transparency and innovation
Six experts discuss how the fiduciary management market has grown in recent years, and compare more traditional asset managers with newer delegated consultants.
-
Opinion
Where is innovation coming from in fiduciary management?
Barnett Waddingham’s Simon Cohen, Buck Consultants’ Brian McCauley, Goldman Sachs Asset Management’s Carolyn Tavares, Russell Investments’ Shamindra Perera, Sackers’ Stuart O’Brien, and Towers Watson’s Pieter Steyn compare experiences of innovation within the fiduciary management arena, in the final part of this discussion.
-
Opinion
What are the relative strengths of asset managers and delegated consultants?
Barnett Waddingham’s Simon Cohen, Buck Consultants’ Brian McCauley, Goldman Sachs Asset Management’s Carolyn Tavares, Russell Investments’ Shamindra Perera, Sackers’ Stuart O’Brien, and Towers Watson’s Pieter Steyn try to understand the differences between traditional asset management and delegated consultants, in the third of this fiduciary management series.
-
Opinion
Does fiduciary management have a transparency problem?
Barnett Waddingham’s Simon Cohen, Buck Consultants’ Brian McCauley, Goldman Sachs Asset Management’s Carolyn Tavares, Russell Investments’ Shamindra Perera, Sackers’ Stuart O’Brien and Towers Watson’s Pieter Steyn cover transparency of fees and information, in the second part of this fiduciary management debate.
-
Opinion
Is it possible to compare fiduciary managers on performance?
Barnett Waddingham’s Simon Cohen, Buck Consultants’ Brian McCauley, Goldman Sachs Asset Management’s Carolyn Tavares, Russell Investments’ Shamindra Perera, Sackers’ Stuart O’Brien and Towers Watson’s Pieter Steyn discuss performance, reporting models and metrics, in the first of a four-part panel debate on fiduciary management.