SECTION 1
COMPETITIVE TENDERING OF FIDUCIARY MANAGERS
1.1 INTERVIEW: CMA and MiFid II today: How has it shaped the Fiduciary Management (FM) industry we see today?
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Carolyn Saunders, Head of Pensions & Long-Term Savings, Pinsent Masons
1.2 ROUNDTABLE DEBATE: What does the tendering process say about the way the industry is developing?
Moderator:
- Sarah Coolican, Content Producer, Clear Path Analysis
Panellists:
- Anne-Marie Gillon, Head of Research, IC Select
- Kevin Humpherson, Senior Manager of Investment Services, Deloitte
- Dinesh Visavadia, Board of Trustees Member, Action for Children Pension Fund
SECTION 2
OUTSOURCING INVESTMENT IN TIMES OF CRISIS
2.1 INTERVIEW: Reviewing lessons learnt on the balance between illiquid and liquid assets and the role of specialists in achieving optimal outcomes.
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Cyprian Njamma, Director of Advice, Institutional Team, SEI
2.2 INTERVIEW: How has the development of impact analytics been pertinent to effective crisis management for Outsourced Chief Investment Officers (OCIO)?
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Andre Kerr, Head of Fiduciary Management Oversight, XPS Pensions Group
SECTION 3
BALANCING INHOUSE CAPABILITIES AND OUTSOURCED DECISIONS
3.1 INTERVIEW: Consolidating the balance between inhouse responsibility whilst optimising outsourced decision making.
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Ben Willbond, Deputy Director of Finance and IT, The Nuffield Trust
3.2 INTERVIEW: How has the rise of ESG investment and stewardship changed the relationship between asset owners and asset managers?
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Sally Bridgeland, Senior Advisor, Avida International
SECTION 4
TECHNOLOGY AND THE FUTURE OF FIDUCIARY MANAGEMENT
4.1 INTERVIEW: To what extent has technology helped clients understand and asses the performance of outsourced investment services?
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Kevin Matthews, Vice President, Institutional Group, SEI Investments
4.2 INTERVIEW: How is the fiduciary management industry balancing regulatory obligations for standardisation whilst still providing bespoke services?
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Kim Nash, Client Director, PTL UK
4.3 INTERVIEW: The future of fiduciary management: in what ways will the interaction between clients and service providers evolve in an era of hybrid working models?
Interviewer:
- Sarah Coolican, Content Producer, Clear Path Analysis
Interviewee:
- Ciprian Balan, Investment Governance & Oversight Manager, EY
