Case study: When fiduciary management ends in buyout
When J. Whitaker & Sons Final Salary Plan appointed a fiduciary manager it was targeting self-sufficiency. However, strong investment returns and the ability to react quickly to changing market dynamics have led to a different result finds Helen Morrissey.
At a glance After disappointing investment returns the scheme hired a fiduciary manager to try and achieve self sufficiency However, a new investment approach meant they were able to target buyout...
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