The fiduciary managers that made the strongest gains through high equity allocations in 2019 also sustained the biggest losses during the first quarter of 2020, research by XPS Pensions reveals.
Financial turbulence has rocked economies across the globe forcing investors to adapt new strategies for the uncertain times ahead.
There was a 12 percentage point difference in the growth portfolio performance of the best and worst performing fiduciary managers in 2019 and over a third underperformed the average diversified growth fund, research from XPS Pensions Group reveals.
With UK pension schemes holding significant allocations to alternatives, Dan Melley looks at how they have weathered the latest crisis.
As schemes grapple with the new regulations - in some cases without external advice - Professional Pensions asked Trustees for their views on the remedies, comparing the behaviour of small schemes with their larger peers.
Professional Pensions’ expert panel discusses key considerations for trustees tendering for a fiduciary manager.
Following the Competition and Marketing Authority's investigation, Nick Reeve looks at how trustees can prepare for the formal tender process required for the selection of fiduciary managers.
Professional Pensions' research reveals dramatic differences in behaviours between small schemes and their larger peers when it comes to selecting fiduciary management providers.
Professional Pensions has collaborated with BMO Global Asset Management on a new piece of research covering how smaller pensions schemes are affected by the CMA’s fiduciary management reforms.
This week's 104 Pensions Buzz respondents agreed that the regulations surrounding chair's statements are too harsh.
As schemes face additional hurdles to appoint fiduciary managers, Paul Wharton outlines the key considerations for all trustees in the process.
In the fourth of a series of interviews with fiduciary evaluators, Margie Lindsay speaks to KPMG’s Greg Wright about why he sees the evaluator role as critical in selection and monitoring processes
IC Select has launched an oversight service to empower trustees to challenge the quality and success of their investment advisers.
In the third of a series of interviews with fiduciary evaluators, Margie Lindsay speaks to IC Select’s Peter Dorward about his firm’s approach to fiduciary assessment.
In the second of a series of interviews with fiduciary evaluators, Margie Lindsay speaks to Hymans Robertson's Mark Baker about his firm’s approach to fiduciary assessment.
EY has launched a digital dashboard allowing trustees to more easily narrow the field of potential fiduciary managers before a tender process.
As the CMA’s remedies for the fiduciary management market bed in, schemes should be thinking more about how fees are structured, says David Hickey
In the first of a series of interviews with fiduciary evaluators, Margie Lindsay speaks to Barnett Waddingham’s Peter Daniels about how his team assesses fiduciary managers and the challenges for the industry going forward.
As pension schemes grapple with new fiduciary management and investment consulting rules, Charlotte Moore asks what trustees need to do
Fiduciary management is increasing in popularity among larger schemes seeking to overcome governance hurdles, KPMG says.
Although the focus of CDI is often on meeting assumed liability outflows, in reality it is all about securing the asset inflows.
Irrespective of size, funding level or maturity, defined benefit (DB) pension plans have one common goal: to pay members' pensions in full and on time.
Integrated Risk Management (IRM) brings together covenant, funding and investment risks, and assesses how these components interact with each other.
One of the key benefits of fiduciary management is that it gives trustees the time and resources to focus on high-level issues, which should mean they can make more informed decisions about strategy.