A fiduciary management mandate delegates implementation of the agreed investment strategy to our investment professionals. We believe it gives you access to more efficient portfolios, our best investment ideas, real-time decision making, and relieves the governance constraints of the investment committee.
Investors' decision-making processes have a material impact on their long-term financial outcomes. We know, funds of all sizes can be effective decision makers, but when combined with substantial scale they will be more likely to achieve their investment goals. We have worked with, advised and learned from some of the largest and most successful institutional investors in the world, and developed a delegated model that provides clients with the very best of what we have learned.
Our delegated clients enjoy the full spectrum of our Sustainable Investment approach, from the genesis and assessment of investment ideas, through portfolio construction, to the way in which we monitor the performance of our clients' funds.
“We have a long history of advising pension plans and understand what matters to plan sponsors. We secured our first fiduciary mandate in 1998, and they are still a client today. We work with plans with $100 million in assets to upwards of $3.5 billion, aiming to deliver a solution that meets the specific needs of each plan.”Peter SteynHead of Delegated Investment Services UK
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Frequently Asked Questions on Fiduciary Management for Defined Benefit Pension Schemes
