Effective oversight of implementation, fiduciary and OCIO services
Event Details
Speakers
If you have employed a provider for an implementation service, such as a fiduciary arrangement, you should be able to assess whether they are completing their role to a high standard.
But it's not always easy to do so - providers once in place have a great deal of authority to act on a Scheme's behalf and it's important that there is appropriate oversight. As a fully independent investment adviser with no solutions to sell, we are uniquely positioned to provide oversight and advice on your fiduciary arrangements, implementation solutions and OCIO services and we have done so for many clients in the Irish market.
Why attend?
In this webinar, we provide insight into:
- What Trustees should consider when considering electing an OCIO
- Discussion on choosing the right OCIO for your Scheme and the process of selection
- Review the process of designing how the OCIO will work with your Scheme
- Getting the best out of your implementation service provider with ongoing monitoring of the OCIO
- Quantitative and qualitative factors you should consider
And more!
Who should attend?
The webinar is free to attend open to all pension scheme trustees, in-house pension staff and pension sponsor representatives. This session will focus on oversight of Implementation / OCIO services within a Defined Benefit ("DB") investment strategy.