All Fiduciary management articles – Page 8
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Opinion
How a secondary market is starting to change fid man
Mercer’s Michael Dempsey outlines how schemes can benefit from fiduciary management’s secondary market, brought about by rapid growth in the sector.
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Opinion
What are the relative strengths of asset managers and delegated consultants?
Barnett Waddingham’s Simon Cohen, Buck Consultants’ Brian McCauley, Goldman Sachs Asset Management’s Carolyn Tavares, Russell Investments’ Shamindra Perera, Sackers’ Stuart O’Brien, and Towers Watson’s Pieter Steyn try to understand the differences between traditional asset management and delegated consultants, in the third of this fiduciary management series.
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Opinion
Where is innovation coming from in fiduciary management?
Barnett Waddingham’s Simon Cohen, Buck Consultants’ Brian McCauley, Goldman Sachs Asset Management’s Carolyn Tavares, Russell Investments’ Shamindra Perera, Sackers’ Stuart O’Brien, and Towers Watson’s Pieter Steyn compare experiences of innovation within the fiduciary management arena, in the final part of this discussion.
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Opinion
Is it possible to compare fiduciary managers on performance?
Barnett Waddingham’s Simon Cohen, Buck Consultants’ Brian McCauley, Goldman Sachs Asset Management’s Carolyn Tavares, Russell Investments’ Shamindra Perera, Sackers’ Stuart O’Brien and Towers Watson’s Pieter Steyn discuss performance, reporting models and metrics, in the first of a four-part panel debate on fiduciary management.
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Opinion
Does fiduciary management have a transparency problem?
Barnett Waddingham’s Simon Cohen, Buck Consultants’ Brian McCauley, Goldman Sachs Asset Management’s Carolyn Tavares, Russell Investments’ Shamindra Perera, Sackers’ Stuart O’Brien and Towers Watson’s Pieter Steyn cover transparency of fees and information, in the second part of this fiduciary management debate.
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News
Consultants call for more competition in fiduciary management
Consultants have called for greater competition in the fiduciary management industry as a report indicates few schemes are doing due diligence when appointing a provider.
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Opinion
How to measure and evaluate the key risks facing your DB scheme
In the latest edition of Technical Comment, SEI’s Cyprian Njamma explains how gaining a solid grasp of scheme risks can help inform an investment strategy that is compatible with the objectives of both trustees and the sponsor.
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OpinionEditorial: Measuring up
This week we consider how pension funds can consider performance in two areas of their investments: diversified growth funds and fiduciary management.
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Opinion
How to measure your fiduciary management performance
Buck Consultants’ Jacob Rubin and Brian McCauley clarify the benefits of fiduciary management and explain how to assess performance, in this week’s Technical Comment.
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Opinion
Fid man take-up stubbornly slow: five key charts
Fiduciary management in the UK has long been marketed/talked about, with the promise of taking the responsibility for ever more complicated everyday investment decisions off the hands of trustees seeming almost too good to be true.
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News
Early fid man adopters review managers as transparency calls grow
Investment experts have reported that the secondary market for fiduciary management is warming up, as early adopters begin to review the performance of their managers.
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OpinionEditorial: What's going on behind the curtain
The argument for transparency in fiduciary management is not going away. Yes, many companies calling for third-party assessment themselves provide it, but that does not mean their views should be automatically dismissed.
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Features
Isle of Wight fund mulls ethical investment policy after council reclaims public health role
Isle of Wight Pension Fund is considering setting its own policy on social, environmental and ethical factors to be considered when making investment decisions, after the council took back responsibility for public health.
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Opinion
Stop making excuses on fiduciary management and demonstrate value
In this edition of Informed Comment, Cardano’s Emma Adair says the fiduciary management industry is not transparent enough on value, and calls on providers to publish their track records.
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NewsAMNT: Oz-style 'supers' could emerge from latest UK reforms
The Association of Member Nominated Trustees has said ‘to-and-through’ retirement options could pave the way for Australian-style superannuation schemes, if employers are willing to take on any additional governance burden that a post-retirement commitment could create.
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Opinion
Criticism of fid man selection and transparency is unfounded
Aon Hewitt’s Sion Cole mounts a robust defence of the fee structures, manager selection and performance metrics at play in fiduciary management mandates, in the latest Informed Comment.
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Opinion
Five steps to set up your fid man contract
Muse Advisory’s Anne Kershaw runs through the five stages of setting up a fiduciary management mandate that will provide value and security for scheme members, in this week’s Technical Comment.
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News
Scheme ETF usage picks up but obstacles remain
News analysis: More schemes are using exchange traded funds as part of a tactical investment strategy, industry members have observed, but there are still barriers in cost and governance.
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News
Scheme confidence drives LDI take-up
News analysis: Three-quarters of UK defined benefit pension schemes are using or planning to use liability-driven investment strategies, as increasing delegation is encouraging more complicated approaches.
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Opinion
Should schemes employ independent advisers to monitor fiduciary managers?
KPMG's Patrick McCoy, Eversheds' Jeremy Goodwin, Buck Global Investment Advisors' Brian McCauley, Russell Investments' Shamindra Perera, MN's Christy Jesudasan and BNP Paribas' Anton Wouters discuss whether schemes should hire independent advisers to oversee managers.