Fiduciary Manager Trends 2024 report
Investment
We are pleased to share our first annual edition of Isio’s Fiduciary Manager Trends.
This paper aims to provide insights to any group or individual who uses either fiduciary management or OCIO services for their pension schemes. This includes trustees and company sponsors.
Every year Isio conducts extensive due diligence on 11 fiduciary managers, which represent the vast majority of fiduciary mandates in the UK. Isio then assigns a formal research rating and gives managers feedback on what they are doing well, what could improve, and how they compare to the wider fiduciary market.
The depth of our research means we are at the forefront of the fiduciary market in the UK.
What’s in this paper?
Isio’s fiduciary manager ratings changes – what has led to changes in our ratings and process this year?
New investment ideas – are managers adding anything new this year?
2024 manager trends – what were the highlights, similar decisions and differing opinions from managers?
Our predictions for 2024 – how do Isio think the market could change this year?
Start a conversation
We’re ready to help with any queries you might have in relation to FM manager selection
Paula Champion
