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Fiduciary Management


A bespoke investment strategy – managed by us and controlled by you.

  • Take control of your investment strategy and meet your pension scheme’s objectives.
  • Delegate the day-to-day implementation of your strategy to professionals.
  • Dynamic portfolio management means we can react quickly to changing market conditions.

 

  • We independently research all available funds to ensure we select best-in-class.
  • Benefit from hands-on training and a genuinely personal service.
  • We offer you one ‘all-in’ fee with no additional or hidden charges.

If you are interested in finding out more, contact us today to discuss how we can help you.

We focus on helping you, the trustees, take control and meet your pension scheme’s objectives through our market-leading Fiduciary Management service. Our expert team of trusted portfolio managers will work with you to develop and define a bespoke, dynamic and long-term investment strategy.
One that is managed by us and controlled by you.

Specialists in smaller pension schemes

Our service has been specifically designed with smaller schemes in mind.

A fully bespoke service

We understand that every scheme is unique, and so the investment strategy that we design with you will be fully bespoke, with all aspects of our service tailored to you and your needs.

A highly sophisticated service

Including access to market-leading liability matching assets, and powered by detailed asset-liability modelling.

A strategy that is easy to set up, easy to monitor, and easy to understand

Our experts will provide hands-on training and support every step of the way.

Access to our successful multi-asset investment team

Detailed asset allocation, fund selection and ongoing risk monitoring will be fully managed by our multi-asset investment team, utilising a tried-and-tested investment process with an impressive, demonstrable track record.

A fully comprehensive service

All aspects of our service is covered by our headline fee, with no additional charges for any further work or for attendance at meetings.

Fiduciary News

ESG will drive valuations, whatever its real-world impact

Trustees support wider adoption of environmental, social and governance (ESG) investing even if it doesn’t translate into social or environmental improvement.

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Filling the trustee gap: Sole trusteeship or consolidation?

Two-thirds of professional trustees plan to step down over the next few years. Is regulation driving them away – and who will fill their shoes?

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Equities can offer better risk-adjusted returns than hedging strategies alone

Despite the volatility seen in markets since 2020, trustees are keen to take more risk with their investments. But does it make sense to take risk with growth assets – or by under-hedging their liabilities? And how do trustees know how much risk to take?

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Trustee Research: Mind The [knowledge] Gap

The challenges and constraints professional trustees face today.

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It looks likely that the US government and central bank will continue with their “running-hot” experiment for some time to come. But could the economy run too hot?

How hot will the US economy run?

It looks likely that the US government and central bank will continue with their “running-hot” experiment for some time to come. But could the economy run too hot?

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The US stands accused by Beijing of menacing China with worsening military threats, economic and technology blockades, attacks on its financial system and attempts at political and diplomatic isolation.

China and the US find agreement difficult on net zero

The US stands accused by Beijing of menacing China with worsening military threats, economic and technology blockades, attacks on its financial system and attempts at political and diplomatic isolation.

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There are signs that growth rates of leading economies are falling away. Is Stagflation – which is characterised by low economic growth and relatively high unemployment – on the horizon?

Stagflation, inflation and falling growth rates

There are signs that growth rates of leading economies are falling away. Is stagflation – which is characterised by low economic growth and relatively high unemployment – on the horizon?

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The automobile industry makes no secret of the shortfall as it struggles to get back to pre-pandemic levels of sales and production. This will take some effort to resolve.

Carmakers have a major structural dilemma

The automobile industry makes no secret of the shortfall as it struggles to get back to pre-pandemic levels of sales and production. This will take some effort to resolve.

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Charles Stanley

Heritage and independence.

When you work with Charles Stanley, you can feel confident that your investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with a team of more than 30 multi-asset investment professionals, you can take advantage of the strong investment governance needed in today’s regulatory environment.

Events diary

January 2021

Thu

28

The future of rates and markets

Charles Stanley’s Fiduciary Investment Team invites you to our next webinar on Thursday 28th January, discussing the Global Investment Outlook for 2021 and beyond.

More details

March 2021

Thu

11

The Challenges for Pension Funds in 2021

Charles Stanley’s Fiduciary Investment Team invites you to our next webinar

More details

September 2021

Tue

14

Professional Pensions Live 2021

After a volatile year and a half, the pensions industry might have fared better than we expected but have we really felt the full impact of the pandemic?

More details