More recently, Peter has spent considerable time researching the fiduciary management market and helped develop the firm’s Fiduciary Management Oversight Service. He has practical experience of fiduciary manager selection exercises and ongoing performance monitoring.
He helps trustee boards set investment governance frameworks appropriate for their individual schemes and is a strong believer that an independent advisory function is important in all cases.
Our independent advisory services for fiduciary management is evolving, with a name change to FM Evaluate, and a new leader. Previously called Fiduciary Management Oversight, the change to FM Evaluate.
The DWP issued a response to its consultation on trustees’ investment duties in 2018. The focus was on the expectations upon trustees to take account of financially material risks within their investment strategies.
On 12 December 2018, the Competition and Markets Authority (CMA) published its final report in relation to its review of the market for investment consulting and fiduciary management services.