The Fiduciary Management Strategic Forum was created in partnership with the PMI. This group represents many of the third party evaluation firms involved in the Fiduciary Management market, along with senior independent trustees. The forum’s mandate is to discuss the key areas affecting pension schemes across all governance models and sizes.
The industry saw much transformational change in 2022, so the survey focused on the liquidity crisis concerning gilts in the Autumn and the potential knock-on effects it may have for pension schemes. We considered its impact on schemes in several areas, including governance, liquidity, and endgame strategy. Environmental Social and Governance (ESG) considerations will, we believe, be a key theme again in 2023, given the evolving regulatory environment and industry guidance in this area.
The results of the survey are relevant to trustee boards to understand industry trends and plan for the year ahead. By carrying out this research, we can share some valuable knowledge about the issues facing schemes. This will help market participants to plan and prioritise and help us work with them to develop solutions and services that match their changing needs.
We hope you enjoy reading the findings.
Last update: 10 February 2023
