Smaller Schemes, Smarter Strategies: Investing for the Final Mile – roundtable

Members of the Quantum Advisory Fiduciary Management team co-hosted a roundtable with Charles Stanley Fiduciary Management. 

Topics centred on factors smaller schemes need to consider when committing to an end game strategy. In addition to hedged liabilities and sufficient investment return to cover costs, trustees and sponsors need high quality support. A fiduciary manager needs to have a collaborative and open relationship with the actuary and administrator to adjust assets flexibility and in a timely manner as non-financial risks develop.

The full discussion was published in this month’s edition of PensionsAge magazine and can be read here. 

To find out more about how Quantum supports schemes with fiduciary management arrangements, please get in touch with any one of the team - Paul Francis,Anne-Marie Gillon, Stefano Carnevale and George Scurr or email info@qallp.co.uk.