Fiduciary Management

In 2003, we became one of the first investment consultants to offer fiduciary management, where we take direct responsibility for investment decisions and implementation within a framework of managing assets explicitly versus liabilities or other key risk metrics. Today, we are a leading provider of fiduciary management services with over 65 fiduciary management clients in the US and UK.

Fiduciary management has increased significantly in popularity as clients, particularly defined benefit pension plans, seek to implement relatively complex asset allocation and risk management strategies that benefit from close monitoring of markets and timely implementation of decisions. Our clients appreciate being able to outsource tactical decisions, such as how much exposure to foreign equities to have at a particular time, while keeping control of the most important strategic decisions, such as how much risk to take overall.