XPS Investment helps pension schemes appoint, monitor and review their Fiduciary Manager. This is a truly independent service, as XPS and its group companies do not offer fiduciary management solutions to its clients.
We will guide you through each of the steps necessary to choose from a range a managers and narrow them down to the right one for your scheme. We can oversee the transition of the assets and ensure you understand all of the on-boarding elements.
Once a manager has been appointed, we will evaluate a manager’s ongoing decisions and highlight their appropriateness. We offer objective insights into how your mandate is unfolding, support you with the questions you should be asking and ultimately help you evaluate how well the manager is performing.
We can also provide an impartial view on your Fiduciary Manager’s operation and behaviour against your funding targets and expectations.
The XPS Fiduciary team has ten core staff and integrates with the wider business.