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

One clear result of the Competition and Markets Authority’s (CMA) review of fiduciary management has been a reduction in overall fees and to persuade trustees to fully consider what they are getting and need from their fiduciary manager.

There remain a range of views amongst schemes about the benefits of fiduciary management, but new research finds those who have taken the plunge believe in its advantages.

We have collaborated with Professional Pensions on a new piece of research looking into how fiduciary management is aligned to the end goals of pension schemes.

View the full report now or get in touch to discuss with our team how we could help achieve your scheme’s end goals.

Risk Disclaimer 

Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any products that may be mentioned.

"Overall, the survey found users of fiduciary management were much more likely to see its benefits than those who did not. Users were three times as likely to see fiduciary management as improving risk management than non-users."

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Watch the video for more insights

With the destination known, what does a fiduciary management relationship look like in the end-game? How should the portfolio evolve through time and what services do trustees require of their fiduciary manager when the portfolio is largely de-risked?

 

Read more about the research

Read more about why we commissioned this research and what it reveals for pension funds.

BMO Fiduciary Solutions

Find out more about hour Fiduciary Solutions offering.

Contact our team for more information

James Edwards

, Director
Director, Sales, UK Institutional

James is a Director within the UK Institutional team with a particular focus on Corporate DB pension schemes. Prior to joining BMO Global Asset Management in May 2018, James worked at BlackRock for 10 years as both an institutional client director and a fixed income product specialist, with a focus on global credit. James is a CFA Charterholder.

Charles Shodijo

Vice President, UK Fiduciary Solutions

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