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.
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.
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
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.
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.
XPS Pensions has enhanced its fiduciary management selection service in order to help trustees through initial selection and mandatory re-tendering.
XPS Investment has unveiled a report looking at fiduciary manager performance over the last year and the longer term. Kim Kaveh looks at its findings.
The government should introduce legislation to allow for defined benefit (DB) scheme rights to be simplified, say this week's Pensions Buzz respondents.
Patrick McCoy says the CMA's proposal for all fiduciary management appointments to go to tender will only work if pension funds take independent investment advice
John Wotton says the competition watchdog's package of proposals will help trustees get the best deal and be satisfied they are acting in their members' best interests
The newly-launched Fiduciary Management Performance Standard has gained support from the biggest providers of independent evaluation services to pension funds.
There is much discussion on how consolidation will bring real benefits to schemes but Hilary Salt is not so sure.