Fiduciary Solutions

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A commitment shared

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.

Is fiduciary management aligned with the end goals of pension schemes?

We have collaborated with Professional Pensions on a new piece of research covering the role fiduciary management can play in helping schemes meet their end goal objectives.

A breadth of specialist capabilities focused on delivering the outcomes you need

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.

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£ 0 BN+

Global AUM

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EMEA LDI clients

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0 +Years'

Commitment to ESG

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Global fiduciary AUM

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AUM in 3rd party managers
(31 December 2020)

Fiduciary Manager of the Year at the Global Investor Group Awards 2019

Label of Global Investor Group awards 2019 for finduciary manager of the year

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”.

Download our brochure

“Obtaining knowledge and objective advice enables us to make the right assessments in the interest of the fund”

Fiduciary client: Pension fund trustee

Asset TV Fiduciary Masterclass

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.

Will the world return to normal in 2021?

We recently collaborated with Professional Pensions for their latest webinar, which discussed the challenges of the virus’ significant impact on DB schemes, fiscal debts, a Biden-led administration and life after Brexit.

A proven process

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.

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Advise

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Implement

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Monitor

1. Advise

  • Level of delegation
  • Investment portfolio goals
  • Strategic and tactical asset allocation policy including liability hedging
  • Longer term ‘end game’ goals and de-risking plan
  • Liquidity policy

2. Implement

  • Manager research and selection
  • Liability hedge construction
  • Strategic and tactical asset allocation
  • De-risking plan implementation

3. Monitor

  • Manager oversight
  • Daily funding level monitoring
  • Liability hedge/collateral monitoring
  • Overall portfolio risk management
  • Cash flow management
  • Simple effective reporting
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Unintended Consequences​

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.

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