Monitoring a fiduciary manager
Case studies
Background
Our client asked us to assist with ongoing regular monitoring of their fiduciary manager.
Our approach
The main output of our monitoring is an annual report to the client, reviewing the fiduciary manager’s resourcing and reporting, investment strategy and portfolio construction, performance, research views and fees. This report also contains our key findings and recommendations.
Alongside this, we hold quarterly discussions with the fiduciary manager, so that we can alert the client to anything we think is significant early, and ahead of the annual review.
Monitoring is an ongoing three-way process. All the information provided to us by the fiduciary manager is also provided to our mutual client, making it fully transparent.
Outcome
The Trustees benefit from independent, detailed and regular oversight of their fiduciary manager, helping ensure that the manager and strategy remains appropriate and that the solution provides good value for money.
How we can help
We help you make important investment decisions, and make sure that your investments are performing as you need them to.
Fiduciary management is a hot topic, and has been a focus of the recent CMA review. We ensure that clients fully understand the pros and cons, and help them to put in place the right arrangements for their needs
Fiduciary oversight services
Expert independent advice
Fiduciary management is a hot topic, and has been a focus of the recent CMA review. We ensure that clients fully understand the pros and cons, and help them put in place the right arrangements for their needs.