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Fiduciary Management

Taking your pension investing to a whole new level

Fiduciary Management

TPR’s Covid-19 Investments Checklist

Why pension schemes need good governance now more than ever

 

How the right fiduciary approach can help

Trustees’ responsibilities are widespread: they include ensuring their pension scheme is well run, protecting members’ benefits and fulfilling their regulatory commitments.

Exploring the 3 C’s

There are several common misconceptions surrounding
fiduciary management, typically arising from worries about
complexity, cost and lack of control.

Who? The most important decision of all

Selecting a fiduciary manager is one of the most important
decisions trustees can make, given the appointee’s pivotal role
in setting and implementing a scheme’s investment strategy.

Planning

Managing your route to the endgame

Increasing regulatory pressure and schemes maturing have led to a shift in many trustees’ focus towards setting a long-term objective and reaching the ‘endgame’. .

The importance of good governance

Central to fiduciary management is the principle of improving the governance of pension schemes.

Fiduciary Management
Achieving your objectives

One of the key benefits of fiduciary management is that it gives trustees the time and resources to focus on high-level issues, which should mean they can make more informed decisions about strategy.

Staying in control of your objectives with Fiduciary Management

Setting a “Long-Term Funding Target” will be an important
focus for many trustee boards this year.

Challenging the tomorrow mentality

In recent years there has been a sharp uptick in the number of UK DB pension scheme trustees implementing fiduciary arrangements. Indeed, this is not a coincidence given the current investment environment  rustees are facing.

 

Integrated Risk Management:  Designing an IRM Framework

Integrated Risk Management (IRM) brings together covenant, funding and investment risks, and assesses how these components interact with each other.

Integrated Risk Management: What does it mean for pension schemes?

Integrated Risk Management (IRM) brings together covenant, funding and investment risks, and assesses how these components interact with each other.

Matching

CDI – Certainly Delivering Inflows

Although the focus of CDI is often on meeting assumed liability outflows, in reality it is all about securing the
asset inflows.

Cashflow Driven Investing

Cashflow Driven Investing (or CDI) is becoming increasingly topical as pension schemes progress to their endgame. Not only this, but market events in the first quarter of 2020 have seen credit spreads widen significantly, which has improved the feasibility of implementing a CDI solution for schemes with funding positions that have weathered the crisis.

Videos

The importance of the Flight Path

Integrated Risk Management

The pensions equation

The importance of good governance

What is liability risk?

Important information 

Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. This marketing material is for professional investors or advisers only. This site is not suitable for retail clients. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No: 1893220 England. Authorised and regulated by the Financial Conduct Authority. For your security, communications may be recorded or monitored.

Contact Schroders

Schroders is a world-class asset manager operating from 35 locations across Europe, the Americas, Asia, the Middle East and Africa.


Worldwide locations

For any further questions, please use our online contact form.

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For specific queries, please visit our contacts page to find your Schroders representative.

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