Appointing SEI as fiduciary manager gave the trustees of the Schneider Electric pension schemes the confidence and the agility needed to guarantee member benefits. Richard Taylor, Pensions Manager at Schneider, explains the advantages.
Variation seen in performance during first and last quarters of 2024
Portfolios most exposed to illiquid assets most likely to have suffered low returns
Cardano appointed to provide investment risk and management services for £250m scheme
Mandate follows extensive selection exercise over an extended period
Barnett Waddingham finds rising yields reduced long term funding target timeframes
All fiduciary managers bar one posted growth portfolio losses last year
From October, the regulator will take over monitoring compliance from the CMA
Despite undisclosed pandemic glitches, the operational capability of FMs ‘in good shape’
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.