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Posts Tagged ‘Fiduciary management’


The broken consulting model and how fiduciary management can help you

Last time we looked at how the needs of pensions schemes have changed along with the investment landscape. Today we put the spotlight on the broken consulting model and how fiduciary management can help your scheme.   The broken consulting model   The investment consulting model served trustees of defined benefit pension schemes well for

October 11, 2018 Categories: Investment Strategy

Governance checklist for today’s fiduciaries

Corporations are delegating more of their asset management responsibilities than ever. How does increased delegation affect fiduciary oversight?     Delegation   Defined benefit plans, defined contribution plans, endowments and foundations are delegating more of their asset management responsibilities than ever. Tasks that were once the purview of an investment committee (e.g., manager selection and

Fiduciary management innovation

Fiduciary management innovation. What does it look like?

Innovation continues to be a hot topic for fiduciary management. At Russell Investments, we understand that constant, rigorous innovation helps give our clients the highest likelihood of reaching their goals. That’s why we are so pleased to announce our recent award from Chief Investment Officer.   A note from Paul Wharton, Head of Fiduciary Management

Jan 24, 2018 Categories: Fiduciary Management, Multi-asset
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Overseeing your providers: are you ready for the good fight?

  The regulators are toughening up. Recent sanctions in both the UK and the US have hit the deadlines. I’ve been thinking about what that means for us and for our clients, and then I came across this blog from my colleague Brian Golob which sets it all out. I couldn’t have put it better,

Apr 2, 2014 Categories: Investment Strategy
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Fiduciary management – a trustee perspective

  Can you think of a good process that doesn’t start with setting your objectives? You don’t buy a house without knowing if it’s near that great school you want to get your kids into, and you don’t buy asset management services without setting clear targets and expectations. So it is perhaps no great surprise

Feb 26, 2014 Categories: Investment Strategy
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Six reasons why Fiduciary Management is much more than “LDI+DGF” – part 6 of 6

Yesterday, in the fifth instalment of Six reasons why Fiduciary Management is much more than “LDI+DGF”  we discussed the relationship between interest rates, inflation and currency risk. In this final instalment we discuss how the changing correlation between interest rates and equity can affect DGF (“Diversified Growth Funds”) and pension schemes investors in very different

Dec 16, 2013 Categories: Investment Strategy
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Six reasons why Fiduciary Management is much more than “LDI+DGF” – part 5 of 6

Yesterday, in the fourth instalment of Six reasons why Fiduciary Management is much more than “LDI+DGF” we discussed the role of interest rate risk in the growth portfolio. In this blog I discuss the relationship between interest rates/inflation and currency risk: 5. FX risk as the point of intersection between growth and matching For a

Dec 13, 2013 Categories: Investment Strategy
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Six reasons why Fiduciary Management is much more than “LDI+DGF” – part 4 of 6

Yesterday, in the third instalment of  Six reasons why Fiduciary Management is much more than “LDI+DGF” we started to examine what it means to integrate growth and matching strategies in general. In this blog we begin looking at specific examples: 4. Role of interest rate risk in the growth portfolio It is often the case

Dec 12, 2013 Categories: Investment Strategy
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Six reasons why Fiduciary Management is much more than “LDI+DGF” – part 3 of 6

Yesterday, in the second instalment of Six reasons why Fiduciary Management is much more than “LDI+DGF” We discussed the different nature risk taking between pension schemes and some variety of DGF’s (“Diversified Growth Fund”). In this blog we start to examine what it means to integrate growth and matching strategies. 3. Integrated risk taking and

Dec 11, 2013 Categories: Investment Strategy
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Six reasons why Fiduciary Management is much more than “LDI+DGF” – part 2 of 6

Yesterday, in the first instalment of Six reasons why Fiduciary Management is much more than “LDI+DGF we focussed on the difference in the investment objectives between pension schemes and naive DGF (Diversified Growth Fund) strategies. Next we start to look at differences in the way risk is taken:”   2. Stability of beta exposures and

Dec 10, 2013 Categories: Investment Strategy

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