Fiduciary Managers
Time ticking to complete fiduciary management retenders
With under three-quarters of a year left for retendering exercises to be completed, capacity issues could arise and reduce choice, writes James Phillips.
Civil Aviation Authority awards £4bn fiduciary mandate to BlackRock
The Civil Aviation Authority Pension Scheme (CAAPS) has appointed BlackRock to run a £4bn fiduciary mandate for its growth portfolios.
Fiduciary management - use it, scrutinise it, or lose it
Joel Hartley looks at the key questions that trustees should be asking their fiduciary managers to ensure they are getting quality service.
XPS reveals best and worst performing fiduciary managers in Q1
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.
XPS reveals best and worst performing fiduciary managers in 2019
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.
The fiduciary evaluators: KPMG's Greg Wright
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
Exclusive: IC Select launches service to measure impact and quality of investment advice
IC Select has launched an oversight service to empower trustees to challenge the quality and success of their investment advisers.
IC Select's Peter Dorward - fiduciary management a 'marriage not a date'
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.
The fiduciary evaluators: Hymans Robertson's Mark Baker
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.
How schemes should be acting after CMA review
As pension schemes grapple with new fiduciary management and investment consulting rules, Charlotte Moore asks what trustees need to do
Final CMA decision likely by Christmas; remedies enforced from June 2019
Investment consultants and fiduciary managers should expect a final decision on the investigation into the market to be published by the end of the year, the competition watchdog says.
Industry issues verdict on CMA plans
The CMA investigation into the investment consultants and fiduciary managers market is drawing to a close. James Phillips looks at reaction to the provisional decision
Exclusive: PLSA calls for mandatory FM tenders to be run on closed basis
Mandatory tenders for fiduciary management services should be conducted on a closed basis with no minimum threshold for the number of managers involved, the Pensions and Lifetime Savings Association (PLSA) says.
DB superfunds will not take off, say over half of respondents
Defined benefit (DB) 'superfund' consolidators will not take off, according to 52% of this week's Pensions Buzz respondents.
