Isio’s Fiduciary Management Survey 2025
Investment
Latest Trends in Fiduciary Management
Now in it’s 16th year, Isio’s annual Fiduciary Management Survey returns for 2025, this year observing no growth in Assets under Management (“AuM”) or the number of mandates in the UK Fiduciary Management (“FM”) market for the first time since 2008. This year, we also conducted our second Trustee Survey to better understand trustee priorities and concerns around FM in today’s evolving market, showing rising concerns over value delivery, prompting more health-check reviews to keep long-term goals on track.
Key messages throughout the survey:
- Mandate numbers are declining, but market activity remains strong.
- End-game planning is now central to fiduciary managers’ strategy.
- Funding levels continue to improve.
- Asset allocation is simplifying, with less reliance on active management.
- Governance models are shifting.
Paula Champion
