The lessons learned from the liability-driven investment market crisis
Market growth remains below pre-Covid levels despite 7% increase in mandates
Over half undertake comprehensive retender exercises, with TPE use on the up
Turbulent markets damaged fiduciary managers’ ability to achieve client-specific objectives, says Isio, with none meeting the target.
Just over one-third (36%) of schemes retendering for full fiduciary management services are switching providers, latest analysis by Isio reveals.
With under three-quarters of a year left for retendering exercises to be completed, capacity issues could arise and reduce choice, writes James Phillips.