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.
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.
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.
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.