Fiduciary managers maintained their investment strategies across 2020 despite high market volatility and some hair-raising losses during the first quarter, XPS Pensions Group research finds.
Professional Pensions spoke to SECOR Asset Management head of client advisory Kam Chang as part of an exclusive series of interviews with some of the finalists and winners of the UK Pensions Awards. This is what he had to say…
Just over one-third (36%) of schemes retendering for full fiduciary management services are switching providers, latest analysis by Isio reveals.
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 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.