86% pick same fiduciary manager but with fees cut

Over half undertake comprehensive retender exercises, with TPE use on the up

James Phillips
clock • 5 min read
Isio head of fiduciary management Paula Champion
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Isio head of fiduciary management Paula Champion

The vast majority of fiduciary management retendering exercises resulted in the same manager appointed, although comprehensive processes led to fee reductions, says Isio.

The firm's annual fiduciary management survey, published today (4 November), revealed that 86% of 582 retender exercises resulted in the incumbent being awarded the contract again. The period covers...

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