All Fiduciary management articles – Page 8
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News
Consultants call for more competition in fiduciary management
Consultants have called for greater competition in the fiduciary management industry as a report indicates few schemes are doing due diligence when appointing a provider.
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Opinion
How to measure and evaluate the key risks facing your DB scheme
The risks facing defined benefit pension schemes are numerous and well documented. Broadly speaking they include investment, longevity, operational and regulatory risks.
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OpinionEditorial: Measuring up
This week we consider how pension funds can consider performance in two areas of their investments: diversified growth funds and fiduciary management.
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Opinion
How to measure your fiduciary management performance
Evaluating the performance and relative merits of fiduciary management mandates is a challenge, given the varying degrees of delegation and customisation.
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Opinion
Fid man take-up stubbornly slow: five key charts
Fiduciary management in the UK has long been marketed/talked about, with the promise of taking the responsibility for ever more complicated everyday investment decisions off the hands of trustees seeming almost too good to be true.
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OpinionEditorial: What's going on behind the curtain
The argument for transparency in fiduciary management is not going away. Yes, many companies calling for third-party assessment themselves provide it, but that does not mean their views should be automatically dismissed.
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News
Early fid man adopters review managers as transparency calls grow
Investment experts have reported that the secondary market for fiduciary management is warming up, as early adopters begin to review the performance of their managers.
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Opinion
Stop making excuses on fiduciary management and demonstrate value
It is easy to see why, to onlookers, there looks like a real battle brewing between managers, consultants and other specialist fiduciary managers.
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Features
Isle of Wight fund mulls ethical investment policy after council reclaims public health role
Isle of Wight Pension Fund is considering setting its own policy on social, environmental and ethical factors to be considered when making investment decisions, after the council took back responsibility for public health.
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NewsAMNT: Oz-style 'supers' could emerge from latest UK reforms
The Association of Member Nominated Trustees has said ‘to-and-through’ retirement options could pave the way for Australian-style superannuation schemes, if employers are willing to take on any additional governance burden that a post-retirement commitment could create.
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Opinion
Criticism of fid man selection and transparency is unfounded
Fiduciary management fees are very transparent, particularly with an unbundled approach. Performance is clearer than with other approaches, as it is shown relative to schemes’ liabilities, and funding levels are closely monitored.
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Opinion
Five steps to set up your fid man contract
So as a scheme you have decided that the right way forward is to switch to fiduciary management. What will you think about when tendering this opportunity?
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News
Scheme ETF usage picks up but obstacles remain
News analysis: More schemes are using exchange traded funds as part of a tactical investment strategy, industry members have observed, but there are still barriers in cost and governance.
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News
Scheme confidence drives LDI take-up
News analysis: Three-quarters of UK defined benefit pension schemes are using or planning to use liability-driven investment strategies, as increasing delegation is encouraging more complicated approaches.
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Opinion
How can pension schemes compare fiduciary managers?
KPMG's Patrick McCoy, Eversheds' Jeremy Goodwin, Buck Global Investment Advisors' Brian McCauley, Russell Investments' Shamindra Perera, MN's Christy Jesudasan and BNP Paribas' Anton Wouters discuss how schemes can pick the best fiduciary manager.
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Opinion
Has there been an increase in interest for fiduciary management?
KPMG's Patrick McCoy, Eversheds' Jeremy Goodwin, Buck Global Investment Advisors' Brian McCauley, Russell Investments' Shamindra Perera, MN's Christy Jesudasan and BNP Paribas' Anton Wouters discuss the fiduciary management market.
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Opinion
Should schemes employ independent advisers to monitor fiduciary managers?
KPMG's Patrick McCoy, Eversheds' Jeremy Goodwin, Buck Global Investment Advisors' Brian McCauley, Russell Investments' Shamindra Perera, MN's Christy Jesudasan and BNP Paribas' Anton Wouters discuss whether schemes should hire independent advisers to oversee managers.
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OpinionFiduciary management: tendering, oversight and trustee involvement
A panel of experts debate the increase use of fiduciary management in the UK, the tendering process and if schemes should use an independent adviser, in this four-part discussion.
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Opinion
Should schemes conduct a fiduciary management beauty parade?
KPMG’s Patrick McCoy, Eversheds’ Jeremy Goodwin, Buck Global Investment Advisors’ Brian McCauley, Russell Investments’ Shamindra Perera, MN’s Christy Jesudasan and BNP Paribas’ Anton Wouters discuss whether schemes should conduct a beauty parade when appointing a fiduciary manager.
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Features
Hampshire fund pursues tactical asset allocation
Hampshire Pension Fund has created a new tactical asset allocation portfolio funded from reserves that were temporarily invested in equities.