Fiduciary management Made Simple

Sponsored by Schroders

This guide aims to help pension scheme trustees understand how fiduciary management can help them overcome the typical difficulties faced by DB pension schemes in managing investment portfolios. It looks at ways in which fiduciary management can help pension schemes achieve their funding goals, while highlighting certain aspects of the subject which trustees should consider carefully before they adopt such an approach. These include how trustees navigate the fiduciary management market, including a case study that illustrates the steps trustees might take when appointing a fiduciary manager.

Hannah Simons of Schroders talks about Fiduciary Management Made Simple at Annual Conference 2017.