Addressing the Impact of Tougher Rules on Investment Governance on Trustees

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Presented by

Sean.Thompson, Managing Director, CAMRADATA; Amy Richardson, Senior Director, CAMRADATA

About this talk

Explore the tougher rules on investment governance affecting trustees’ responsibilities going forwards. From December 2019, trustees are legally required to run competitive tender processes to recruit fiduciary managers. Trustees will also be required to set strategic objectives for consultants, so they can measure whether the service is good value for money. Whether trustees are using a fiduciary management or investment consultancy advisory governance model; trustees are responsible for monitoring asset performance. This is also one way to measure whether the service has been good value for money. But how do trustees monitor this on an independent basis? And without using resource and time? CAMRADATA will provide information on how we are currently working with institutional investors and discuss some of the reports that are available to all trustees to help them monitor performance on an independent, ongoing and automated basis, to help meet these new requirements.

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