All Fiduciary management articles – Page 4
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OpinionHow do pension schemes meet TCFD obligations?
Sion Cole, head of UK fiduciary business at BlackRock, details how climate-adjusted analytics are key to mapping pension schemes’ climate risk exposures.
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NewsConcerns remain as DWP’s climate change consultation closes
Despite welcoming the government’s proposed measures on climate risk, industry experts have highlighted several outstanding concerns as the new rules need more clarity and risk a “herd mentality when it comes to metrics and targets”.
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News
Trustees must ‘act now’ on fiduciary manager tenders
On the go: Thirty-eight per cent of defined benefit scheme trustees are planning to review their manager before June, according to a poll from Hymans Robertson, creating the risk of a “capacity crunch” as the Competition and Markets Authority’s retendering deadline approaches.
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News
DWP delays fiduciary management consultation response
On the go: The Department for Work and Pensions’ response to the consultation on trustee oversight of investment consultants and fiduciary managers has been delayed until 2022.
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Trustees warned not to miss CMA’s self-certification January deadline
Fears are mounting that Christmas and remote working may cause trustees to miss a vital deadline in January to comply with new Competition and Markets Authority rules.
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Master trusts warn cost concerns overshadowing investment quality
Data crunch: Master trust providers are concerned that their clients excessively focus on cost to the detriment of investment propositions, according to a report by the Defined Contribution Investment Forum.
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OpinionCoronavirus crisis shines the spotlight on fiduciary management
BMO Global Asset Management’s Christy Jesudasan gives an update on how the pandemic has impacted fiduciary manager asset views, and explores steps trustees can take to be more nimble in the face of similar volatility.
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OpinionHow fiduciary management performance should really be assessed
Trying to draw inferences about fiduciary managers by comparing their growth funds grossly misses the point – to outperform liabilities – of these mandates, argues IC Select’s Anne-Marie Gillon.
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News
Transparency initiative adds new tools following industry support
On the go: The Cost Transparency Initiative has released additional resources and a new set of tools aimed at encouraging more schemes and asset managers to sign up to the standard, following a strong show of support by the industry for the framework it published last year.
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OpinionUpside down: why trustees should be wary of unexpected outperformance
Firing a shot across the bows of industry peers, Kempen’s Nikesh Patel argues that trustees should be sceptical of fiduciary managers delivering significantly greater returns than expected when times are good.
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Fiduciary managers outperform during coronavirus crisis
Analysis: A year after emerging from the scrutiny of the Competition and Markets Authority, fiduciary managers are now embracing transparency to advertise outperformance of traditional advised defined benefit schemes.
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Poor Q1 returns catch up on risky fiduciary managers
Fiduciary managers with heavily equity-based portfolios suffered the heaviest losses in the first quarter of 2020, as the wide variation in strategies continues to provoke discussion about the right level of growth portfolio diversification.
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News
Third of fiduciary managers disappoint in 2019
On the go: New research has revealed the stark differences between best-in-class and stragglers in the fiduciary management market.
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Agri business and research institute switch to fiduciary management
On the go: Defined benefit schemes belonging to a malt production business and a social research institute have both switched to fiduciary management with Netherlands-owned Kempen Capital Management.
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NewsVolatility exposes trustees’ slow reaction times
Volatility playing havoc with defined benefit funding ratios may speed the transition towards fiduciary management and consolidation of final salary schemes, according to governance specialists.
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LGPS pool chair: Fragmented system cannot continue
On the go: The UK's private sector pension schemes will be forced to consolidate in the same way as the Local Government Pension Scheme, according to the chair of the Brunel Pension Partnership.
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CMA approves fiduciary performance measurement standard
On the go: The Competition and Markets Authority has approved a performance measurement standard to be used by fiduciary management providers.
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Fiduciary tenders become mandatory for 20% of assets
On the go: The Pensions Regulator has updated its trustee guidance to reflect new requirements to tender for fiduciary management services.
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OpinionIs more needed to clean up fiduciary management?
Quantum Advisory’s Amanda Burdge says the welcome Competition and Markets Authority remedies for fiduciary management still leave the door open for managers to mark their own scorecards in some situations.
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OpinionSite visits: Get to know a fiduciary manager before you tie the knot
Selecting a fiduciary manager is just like marriage: you want to take time to select the right partner. Trust comes from knowing people well and seeing them often. Much like selecting a partner for life, you want to know the whole family (firm), not just the edited bits online (the beauty parade that many rely on in selection).