Fiduciary Management – Page 3
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NewsUK fiduciary management fees fall by 30%
IC Select report shows base fees have fallen between 10% and 28% over the last six years, while investment fees have fallen by 38%
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Opinion PiecesViewpoint: To outsource, or not to outsource? The rise of OCIOs
OCIO is a trend being encouraged by market volatility, increased portfolio intricacy, and the growing burden of regulatory compliance
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NewsFiduciary management market faced 24% fall in asset value in 2022
Client growth also stalled in 2022 as scheme buyouts and transfers to PPF offset new funds moving to fiduciary management
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Country ReportClouds on the horizon for the fiduciary model in the Netherlands
Demand for fiduciary services has been buoyant but there are few predictions for a healthy future pipeline as the pension transition deadline approaches
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NewsImerys Pension Scheme appoints Aon as fiduciary manager
Aon will provide implementation services alongside expert investment advice, including journey planning, to help scheme trustees make better decisions
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NewsPensioenfonds DHL picks Aegon AM as fiduciary manager
The Dutch scheme of postal company DHL wants to concentrate all investment services in one mandate to reduce the board’s workload
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NewsKier pension funds appoint Schroders Solutions for OCIO mandate worth £1.2bn
The mandate covers five pension schemes and Schroders Solutions will be responsible for assisting trustees in applying a common investment strategy framework
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NewsMismatch of climate objectives between fiduciary managers and trustees – study
Over 50% of fiduciary managers surveyed did not give explicit climate-related requirements for underlying funds in their investment strategies
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NewsTPT launches fiduciary management and consultancy company
‘This marks the beginning of a new and exciting chapter for TPT,’ says CEO
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AnalysisAnalysis: Disagreements abound over pension funds’ climate scenario models
USS wants more ‘useful’ ways of assessing climate pathways, while experts at UK pension regulator tell funds to challenge consultants on current results
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NewsWTW to enter Dutch fiduciary market
The investment consultant had steered clear from offering fiduciary services to Dutch pension funds due to the low margins under its previous leadership
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NewsMore clarification on fiduciary duty for pension scheme trustees needed, says UKSIF
UKSIF recommended that relevant government departments issue guidance for UK occupational pension schemes on a statutory or non-statutory basis
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NewsPLSA supports UK growth investing, but with focus on best outcomes for savers
TPR calls on trustees to focus on protecting savers
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NewsBTPS in-house arm rebrands to offer services to third-party DB schemes
Brightwell’s first new client is the £1bn DB division of EE Pension Scheme
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Special ReportManager selection: UK fiduciary management
Does fiduciary management still stack up as scheme funding improves?
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NewsUBS/Credit Suisse: Swiss pension funds face cumulative counterparty risk but low losses
The country’s largest pension fund, Publica, started to reduce its exposure to Credit Suisse at the beginning of 2022
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NewsBNP Paribas AM to continue Dutch fiduciary franchise despite client loss
The asset manager saw its largest fiduciary client SBZ Pensioen move to Achmea IM last year
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NewsUK pension schemes look for long-term lower returns, survey finds
As a result of the Gilt crisis, almost half of respondents said they would be reviewing the operational aspects of their investment strategy
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News
Norway’s SWF encourages contrarianism in new three-year strategy
NBIM to consider insourcing more in securities lending, technology, but believes external investment managers reduce its risk in some regions
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News
Fiduciary managers face challenges as growth slows and AUM falls
Total fiduciary management AUM decreased 5% to £218bn in 2022, largely as result of a rise in yields driving declines in Gilts and LDI portfolios
