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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

Planet earth with the word ESG on top

ESG investing: What’s most important – the E, the S, or the G?

An economically efficient and sustainable global financial system is a necessity for long-term value creation. ESG will help this be achieved.

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Laptop open with news page

Was June a good month? - Monthly Market Commentary

With the US Federal Reserve still able to control the narrative on inflation, risk assets had another good month in June.

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Offshore Jack Up Rig

Oil does well despite its pariah status

There has been a sharp run up in the price of oil as economies around the world reopen. Oil demand is recovering rapidly from the depressed levels of 2020, and may be back close to 2019 peaks by early next year.

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A digital divide is slowly being erected between East and West. As mistrust over security and trade define the relationship between Washington and Beijing, is this the end of the World Wide Web?

Does economic nationalism mean a ‘Splinternet’ is inevitable?

A digital divide is slowly being erected between East and West. As mistrust over security and trade define the relationship between Washington and Beijing, is this the end of the World Wide Web?

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For now, the Fed still has the confidence of the market as it moves towards a more cautious approach. But the bull market rests on it continuing to be in control of the narrative and events.

Peak stimulus and peak growth rates?

For now, the Fed still has the confidence of the market as it moves towards a more cautious approach. But the bull market rests on it continuing to be in control of the narrative and events.

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EU attempts to tone down US action against China at the G7 Summit means the “Five Eyes” grouping of Australia, New Zealand, Canada, the UK are emerging as the principal supporters of the US.

It's a Five Eyes world competing with China

EU attempts to tone down US action against China at the G7 Summit means the “Five Eyes” grouping of Australia, New Zealand, Canada, the UK are emerging as the principal supporters of the US.

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They cannot both be right.  Opec and the wider oil industry tell us they will be ‘back to normal’ soon, whilst advanced country governments want to speed along the track to net zero. Opec thinks it will be back to selling 100 million barrels of oil a day

Mind the energy gap

Nations are building a new green-energy infrastructure to boost economic activity following the Covid-19 pandemic. So, what will the oil majors do as the race to net-zero accelerates?

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The Asian recovery is being slowed by the re-emergence of Covid-19 coupled with central bank and government action to prevent economies overheating. However, infection rates remain lower than in the West.

Asian troubles with the pandemic

The Asian recovery is being slowed by the re-emergence of Covid-19 coupled with central bank and government action to prevent economies overheating. However, infection rates remain lower than in the West.

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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