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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

Image of a dictionary focusing on the word Jargon

Finally, some pensions jargon that’s actually useful

Trustees who have had actuarial valuation reports in the last year will have been confronted with some brand new jargon, much to their annoyance no doubt! As with most new pensions jargon there are a few variants, just to add to the confusion.

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Financial business news online on a laptop with coffee and stationery

Monthly Market Commentary - February 2021

Markets in February followed a similar pattern to that seen in January. There was a strong rally in equities in the first half of the month, driven by market optimism that policy makers will be able to support global reflation.

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India has experienced a less widespread attack of Covid-19 than the advanced countries of the West. India remains an interesting growth prospect within Asia, a continent we favour.

India looks forward to a better year

India has experienced a less widespread attack of Covid-19 than the advanced countries of the West. India remains an interesting growth prospect within Asia, a continent we favour.

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When economies reopen some expect a bounce back in sectors such as retail, hospitality and catering as soon as most controls are lifted. The situation is more complex than that.

Post-lockdown bounce-back and scarring

When economies reopen some expect a bounce back in sectors such as retail, hospitality and catering as soon as most controls are lifted. The situation is more complex than that.

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Gains in technology business such as Facebook, Amazon, Netflix and Google – the so-called FANG stocks, as well as iPhone maker Apple – have led market gains. But regulation is coming.

Fighting the FANGs

Gains in technology business such as Facebook, Amazon, Netflix and Google – the so-called FANG stocks, as well as iPhone maker Apple – have led market gains. But more regulation is coming.

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A businessman using a mobile device to check market data.

Monthly Market Commentary - January 2021

Whilst first-quarter global growth will be at best sluggish, reflecting the recent wave of the virus in the US and Europe, market participants are looking ahead to a reopening of the global economy from the second quarter and beyond.

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Person on tablet

The future of rates and markets - Webinar

Charles Stanley’s Fiduciary Investment Team discusses the Global Investment Outlook for 2021 and beyond.

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A battle between independent investors and the professions has been taking place over GameStop in the US. But such action is no threat to markets – yet.

The battle of some professionals against the crowd

A battle between independent investors and the professionals has been taking place over GameStop in the US. But such action is no threat to markets – yet.

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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

November 2020

Thu

05

2021: The Outlook for Investment Markets

Join Charles Stanley’s Chief Investment Officer Jon Cunliffe and Chief Global Strategist John Redwood for a discussion on the outlook and themes for investment markets in 2021.

More details

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