Fiduciary Management & Outsourcing Solutions – Latest Developments especially Post CMA Review
March 30, 2022
Bayes Business School
Free to Trustees and Pension Executives
How has Fiduciary Management evolved in light of CMA review carried out a few years ago?
Retendering processes – how is this going and are schemes really switching or staying with incumbents?
How can trustees really understand the value they receive from fiduciary managers?
How can you measure the success or failure? How did Fiduciary Managers perform during Covid-19 crisis?
What role can fiduciary management approach play and does it add value after costs relative to an in-house approach or using traditional investment consultant?
What are the key pitfalls to avoid when selecting a fiduciary manager?
What is an appropriate measurement metric for a fiduciary manager?
With newer models such as an ‘Outsourcing CIO’ now being used, what options are available for schemes and how should they evaluate the merits of these?
New Timings: from 08.45 to 10.15, light breakfast followed by tea/coffee