Fiduciary Manager Review 2021

Stating that 2020 was a unique year for financial markets is an understatement, and, in many ways, could be viewed as being represented by the letter V: virus, volatility, v-shaped recovery and virtual. The market environment has been the biggest test for many since the global financial crisis and fiduciary managers’ growth portfolios have had some tough questions asked of them.

This paper presents a holistic analysis of 22 growth portfolios across 18 fiduciary managers (FMs) over 2020 to assess where and how FMs have added value within full discretionary portfolios.

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