Managing pensions is increasingly complex. The pressure on trustees is intense – short of time, but required to provide a high duty of care, while ensuring schemes are hitting targets and controlling risks.
As far as we’re concerned, your challenges are ours too. We will share the breadth of our specialist investment expertise with you, helping you explore the potential, plan the strategy, and make the right decisions around both delegation and investments.
Risk Disclaimer
The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.
We have collaborated with Professional Pensions on a new piece of research covering how smaller pensions schemes are affected by the CMA’s fiduciary management reforms.
At BMO Global Asset Management, we have an extensive range of global capabilities which means we offer a greater depth and breadth in our fiduciary solutions.
Global AUM
EMEA LDI clients
Commitment to ESG
Global fiduciary AUM
AUM in 3rd party managers
(29 December 2017)
Read about what set us apart, including how our approach to Fiduciary Management can make a real difference by “adopting a flexible approach for different clients”.
Fiduciary client: Pension fund trustee
Listen to what David Hickey, Managing Director, Head of UK Fiduciary Management at BMO Global Asset Management had to say about the changing Fiduciary Management sector and the forces which are shaping the changes in a recent Fiduciary Masterclass hosted by Asset TV.
We start by gaining an understanding of your current position and needs. We advise trustees on a suitable strategic asset allocation, tactical asset allocation policy and potential longer-term de-risking plan to meet trustee objectives. Our aim is to bring insight and clarity to what is often a complex set of challenges.
1. Advise
2. Implement
3. Monitor
