Investment objectives: Are advisers setting and marking their own homework?

Conflict of interest could lead to a sub-optimal service for DB schemes and their members

clock • 3 min read
Donny Hay, IC Select
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Donny Hay, IC Select

Donny Hay looks at the conflicts of interest that arise when advisers set their own objectives and mark themselves against them.

Since December 2019, the Competition & Markets Authority (CMA) has required trustees of DB schemes to set strategic investment objectives for their investment advisers, whether those advisers are i...

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