All Fiduciary management articles
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NewsEndgame options driving fiduciary management’s ‘evolution’, report shows
Large outsourcing agreements are helping to offset the pipeline of DB pension schemes heading for buyout, according to Quantum Advisory, as trustees weigh up more endgame options.
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NewsShell outsources pension investment to Goldman in $40bn multi-country deal
The oil giant’s £11.1bn UK pension fund is one of several involved in an international fiduciary management mandate – one of the biggest ever awarded.
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NewsWTW wins major fiduciary mandate from Plumbing Pensions
The £1.2bn Plumbing & Mechanical Services Industry Pension Scheme has outsourced its investment function as it aims to reach buyout-level funding.
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FeaturesIs your fiduciary management mandate fit for purpose?
Five years since mandatory tendering came into force for fiduciary management, two reports set out how providers have performed and how they are positioning for current and future challenges.
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NewsFiduciary manager models ‘outperform client portfolios’, report shows
Many model growth portfolios used by fiduciary managers outperformed the actual portfolios run on behalf of pension scheme clients, a new report shows.
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NewsPension Investment Review seeks scale – but not at any cost
The Pensions Investment Review will not undermine freedom of investment choice, nor will it threaten fiduciary duty, according to the person overseeing the project for the Treasury.
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NewsCentrica reduces DB scheme contributions as deficit narrows
Centrica will pay around £30m a year less into its defined benefit pension schemes as a result of a significant reduction in the overall deficit.
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OpinionFiduciary duty and climate change – where we stand
With recent data showing the world’s temperature increase breached the crucial 1.5-degree level, the Society of Pension Professionals’ Donna Matteucci explores the landscape for climate-related investing.
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News‘Pivotal point’ for fiduciary management as DB matures
Fiduciary managers face a “pivotal point” as DB schemes mature and the investment and regulatory landscapes grow more complex, according to Isio.
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NewsInvestment roundup: Aon takes on three major fiduciary clients
Plus: Pension Insurance Corporation backs £54m housing venture, and M&G launches asset-backed securities fund.
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OpinionFiduciary duty must serve members’ interests
Fiduciary duty needs a rethink. It’s time to think about what members actually want.
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NewsTPT to offer DB trustees fiduciary management and consultancy services
TPT has secured regulatory approval from the Financial Conduct Authority (FCA) to set up the commercial investment company.
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NewsTPR delays investment data collection from DB schemes
The Pensions Regulator will not be collecting data on fiduciary management and investment consultants from defined benefit schemes as part of its 2023 scheme return, which can present a “gap in compliance”, experts have warned.
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NewsDB schemes mull legal action against LDI asset managers
Defined benefit schemes that suffered losses as a result of the recent market volatility are considering bringing legal claims against their asset managers and advisers, legal experts have warned.
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OpinionLDI turbulence – the case for independent oversight
IC Select founder Roger Brown details how schemes should analyse the advice and asset management received during the liability-driven investment debacle.
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NewsTPR investment lead mulls role of ‘groupthink’ in LDI crisis
The Pensions Regulator’s lead investment consultant, Fred Berry, has suggested that industry “groupthink” may have played a part in creating the conditions for the liquidity crisis which engulfed defined benefit pension schemes in the autumn.
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NewsFiduciary managers rip up schemes’ investment guidelines
On the go: Some fiduciary managers have altered investment guidelines for all of their clients in light of October’s market turmoil, which saw schemes scramble for liquidity in response to collateral calls from liability-driven investment managers.
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FeaturesDB schemes and LDI: ‘We’re through that firefighting phase’
Analysis: The dust has settled after a tumultuous month for defined benefit pension schemes.
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NewsCovid-hit fiduciary management market gains 70% in 5 years
Although the UK fiduciary management market has risen by 11 per cent a year over the past five years, its growth is still below the previous period’s figures, with Covid-19 having an impact on selection processes in 2021, according to a survey by IC Select.
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NewsUnisys schemes appoint Cardano as fiduciary manager
On the go: The Unisys Pension Scheme, the Unisys Payment Services Pension Scheme (Unisys Section) and the Unisys Public Sector Pension Scheme have appointed Cardano as fiduciary manager.