Mind the [Knowledge] Gap

Our research looks at the challenges and constraints Professional Trustees face today and whether a knowledge gap is impacting their risk appetite.
Read the report Fiduciary Management Service

Research at a glance

47% of professional DB trustees

revealed that their appetite for investment risk has increased since pre-pandemic.

More than 70% of trustees

favour taking more interest rate and inflation risk but many also want to increase equity risk (49%) and credit risk (60%).

40% say a lack of confidence

in their investment knowledge limits their risk-taking, and 78% claim that regulation is stifling their investment approach.

47% of professional DB trustees

expect to set long-term funding targets within the next 12 months, although only a third have already done so.

62% of professional trustees

of DB schemes are planning to step down from their role within the next three years.

45% of trustees

feel that regulation is overly complex and that they have insufficient support from official bodies.

Read your free research report

Developed in partnership with Censuswide, our exclusive research shows Professional Defined Benefit (DB) Trustees have an increased appetite for risk since pre-pandemic times, but is a lack of confidence in their investment knowledge limiting their risk-taking?

Get insight into our research

  • Almost half of the Professional DB Trustees revealed that their appetite for investment risk overall has increased since pre-pandemic
  • Three-quarters of Professional DB Trustees’ claim that their investment approach is being impacted by regulation
  • Almost two-thirds of Professional DB Trustees’ expect to step down over the next three years
  • Three-quarters of Professional DB trustees haven’t set a long-term funding target
  • Professional trustees are strong supporters of ESG investing

Professional trustees shouldn’t feel as if they have to be investment experts – but they do need to work with dedicated experts they can trust.

Preksha Shah

Associate Portfolio Manager

Challenges faced by professional DB trustees

This series of videos explore the key findings from our research looking to understand trustees' needs, concerns and their views on an industry that's rapidly changing shape.

More insights

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