Navigating the key issues facing schemes in 2022

Welcome to the second issue of the Annual UK Fiduciary Management Survey from the PMI in conjunction with Schroders Solutions.

Engaging with fund managers to deliver better ESG outcomes

Voting and engagement are crucial aspects of responsible ownership and valuable tools for encouraging companies to adopt better standards of corporate governance and management of Environmental, Social and Governance (ESG) issues. Here, River and Mercantile’s Ajeet Manjrekar explains how fiduciary managers can support trustees to meet their regulatory obligations by challenging and influencing underlying fund managers’ behaviour and policies.

Navigating the key issues facing schemes in 2021

Given the tumultuous backdrop of 2020 with changes to working practices, combined with a fast-changing investment and regulatory environment, Trustees had a lot on their agendas. 

Navigating the key issues facing schemes in 2021

Welcome to the first issue of the Annual UK Fiduciary Management Survey from the PMI in conjunction with Schroders Solution.

Long term funding: start with the end in mind

As we emerge from a COVID world, setting long-term funding targets is a key 2021 focus for trustees. Galvanised by The Pensions Regulator (TPR)’s. new Defined Benefit (DB) funding code of practice, trustees and sponsors need to pay acute attention to the maturing status of their DB schemes. TPR expects trustees to determine a clear journey plan towards a lower risk position as they close in on their goal.

Integrating ESG risks: looking beyond the headline number

Covid-19 pushed Environmental, Social and Governance (ESG) risks to the backburner for many trustee boards. However, recent regulatory changes have put ESG firmly back on the agenda. This is a positive step forward for the industry as it raises the bar for all participants. But there’s so much more we can do.

Integrating ESG needs to go much further than statements of compliance with policies and mission statements. Ultimately it requires a holistic approach across a scheme’s portfolio, prefaced in two key aspects: looking deeper and looking forward