Fiduciary Managers

Joel Hartley looks at the key questions that trustees should be asking their fiduciary managers to ensure they are getting quality service.

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.

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

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.

As pension schemes grapple with new fiduciary management and investment consulting rules, Charlotte Moore asks what trustees need to do

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.

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