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The fiduciary management industry has experienced huge changes in recent times, including regulatory requirements for competitive retendering processes. Institutional asset owners are seeking advice on making strategy developments and finding the best outsourced investment plans. The Competition and Markets Authority and the MiFid II regulations are continuing to shape the way outsourced investment solutions are developing, only exacerbated in times of crisis, as we have just experienced.

The Investment Outsourcing for Institutional Investors, Europe 2021 report seeks to review the lessons learnt on the balance between liquid and illiquid assets in achieving optimal outcomes in times of market volatility. It will also investigate the development of impact analytics on the outsourced investment process, alongside a review of how to consolidate the balance between inhouse responsibility and optimising outsourced decision making. A look into technology’s role in the industry is also found in this report, including a look as ESG metrics, the new ways of communicating with customers, and bringing in a new era of hybrid working models.

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SECTION 1


COMPETITIVE TENDERING OF FIDUCIARY MANAGERS

1.1 INTERVIEW: CMA and MiFid II today: How has it shaped the Fiduciary Management (FM) industry we see today?
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Carolyn Saunders, Head of Pensions & Long-Term Savings, Pinsent Masons

1.2 ROUNDTABLE DEBATE: What does the tendering process say about the way the industry is developing?
Moderator:
- Sarah Coolican, Content Producer, Clear Path Analysis
Panellists:
- Anne-Marie Gillon, Head of Research, IC Select
- Kevin Humpherson, Senior Manager of Investment Services, Deloitte
- Dinesh Visavadia, Board of Trustees Member, Action for Children Pension Fund

SECTION 2

OUTSOURCING INVESTMENT IN TIMES OF CRISIS

2.1 INTERVIEW: Reviewing lessons learnt on the balance between illiquid and liquid assets and the role of specialists in achieving optimal outcomes.
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Cyprian Njamma, Director of Advice, Institutional Team, SEI

2.2 INTERVIEW: How has the development of impact analytics been pertinent to effective crisis management for Outsourced Chief Investment Officers (OCIO)?
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Andre Kerr, Head of Fiduciary Management Oversight, XPS Pensions Group

SECTION 3


BALANCING INHOUSE CAPABILITIES AND OUTSOURCED DECISIONS

3.1 INTERVIEW: Consolidating the balance between inhouse responsibility whilst optimising outsourced decision making.
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Ben Willbond, Deputy Director of Finance and IT, The Nuffield Trust

3.2 INTERVIEW: How has the rise of ESG investment and stewardship changed the relationship between asset owners and asset managers?
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Sally Bridgeland, Senior Advisor, Avida International

SECTION 4


TECHNOLOGY AND THE FUTURE OF FIDUCIARY MANAGEMENT

4.1 INTERVIEW: To what extent has technology helped clients understand and asses the performance of outsourced investment services?
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Kevin Matthews, Vice President, Institutional Group, SEI Investments

4.2 INTERVIEW: How is the fiduciary management industry balancing regulatory obligations for standardisation whilst still providing bespoke services?
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Kim Nash, Client Director, PTL UK

4.3 INTERVIEW: The future of fiduciary management: in what ways will the interaction between clients and service providers evolve in an era of hybrid working models?
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Ciprian Balan, Investment Governance & Oversight Manager, EY

Carolyn Saunders

Head of Pensions & Long-Term Savings, Pinsent Masons

Anne-Marie Gillon

Head of Research, IC Select

Kevin Humpherson

Senior Manager of Investment Services, Deloitte

Dinesh Visavadia

Board of Trustees Member, Action for Children Pension Fund

Cyprian Njamma

Director of Advice, Institutional Team, SEI

Andre Kerr

Head of Fiduciary Management Oversight, XPS Pensions Group

Ben Willbond

Deputy Director of Finance and IT, The Nuffield Trust

Sally Bridgeland

Senior Advisor, Avida International

Kevin Matthews

Vice President, Institutional Group, SEI Investments

Kim Nash

Client Director, PTL UK

Ciprian Balan

Investment Governance & Oversight Manager, EY

SEI is a leading provider of investment services to Defined Benefit and Defined Contribution pension schemes, working with over 464 institutions in 12 different countries. Starting with the goals of each pension scheme, SEI offers fully tailored Fiduciary Management and Master Trust solutions. Through its scale, expertise and over 20 years heritage of providing investment services, SEI aspires to give trustees greater control over the strategic development of their scheme whilst improving outcomes for pension members. For more information visit: https://seic.com/institutionaluk

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message