Network webinar

The impact of fiduciary management on investment governance & CMA tender update

About

"As a trustee board, you retain ultimate responsibility for a scheme’s investments, but this doesn’t mean that you have to (and you may not be permitted to) do everything yourself and you may find professional advice is required to understand where delegation is appropriate." This quote is taken directly from TPR's 'A guide to investment governance', and highlights the growing importance on Trustees to understand the role they play in investment governance and where & how to delegate appropriately. The fiduciary management landscape evolved dramatically in 2020, and with the CMA tender process in full flight and with the June 2021 deadline pending, there are already capacity issues which could create some challenges for Trustee Boards if they do not start considering their options now. We will discuss this and also explore other areas of investment governance including:

  • Operational efficiency & risk
  • How can FM benefit your scheme and what should you be focusing on?
  • Identifying the overall investment objectives and how to align with the scheme objectives
  • How to set accountability appropriately
  • Conflicts and collaboration between Fiduciary Managers & Investment consultants; can they be the same adviser?

Speaker

Lara Edmonstone-West

Director, Business Development

Kempen Capital Management UK

Speaker

Vicky Casebourne

Director, Business Development

Kempen Capital Management UK

Speaker

Paula Champion

Director

Isio, Investment Advisory

Chair

Daniel Barlow

Director

Law Debenture Pension Trustees

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