Fiduciary Management & Outsourcing CIOs – Latest Developments

Date:

29 September 2022 12:00 to 14:30

Venue:

Apothecaries’ Hall, Black Friars Lane, London EC4V 6EJ

Chairperson:

Guest Chair: Duncan Willsher, Independent Professional Trustee & Member of The Pension Trustees Circle Advisory Committee

Details:

With ‘Outsourced CIO’ being added to the various ‘Fiduciary Management’ models, what are the differences between the options being offered for the investment management and investment manager selection of pension schemes and how should trustees evaluate the merits of the alternatives? The speakers considered:

Why have so many of the big pension schemes recently adopted the outsourced CIO model?
How has Fiduciary Management evolved in light of the CMA reviews of 2019 and 2021?
Retendering processes – how is this going and are schemes switching or staying with incumbents?
Can trustees measure the value they receive from Fiduciary Managers?
How did Fiduciary Managers perform over recent turbulent times?
How do you select the right approach for your pension fund and does Fiduciary Management or OCIO add value relative to a traditional investment consultant or in-house approach?

Benelux Forum – Belgian Meetings.

Benelux Forum – Dutch Meetings.

International Seminar.

Irish Pension Fund Investment Forum.

Money Purchase Pensions Forum.

Nordic Forum.

Pensioen Bestuurstafel.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.