Opinion: Fiduciary Management Survey 2019
Is reconstruction of the Fiduciary Management industry underway?
Isio’s 2019 UK Fiduciary Management Survey gathers insights from the UK’s largest Fiduciary Managers (FMs) and is a useful tool at the disposal of trustees to guide them in discussions with their FM.
This survey provides an analysis on the following key areas:
- Industry profile
- Competition Market Authority (CMA) review
- Environmental, Social and Governance (ESG)
- Investment strategy and end-game planning
- Use of independent advice
We also share our predictions on how the market is evolving and changing with time – with a particular emphasis on ESG trends.
Download the report Isio’s 2019 UK Fiduciary Management Survey for the full analysis (below).