Fiduciary management
Defined benefit pension schemes are maturing. As members retire, trustees need to ensure pensions are exposed to limited risk and benefits are paid on time and in full.
Fiduciary management provides a governance model that allows you to appoint a team of qualified investment professionals for your pension scheme where, after agreeing on the strategic objectives at outset, you can delegate the day-to-day investment decisions to your trusted partner.
A range of fiduciary services to meet your funding level requirements
Full fiduciary management
Delivers a leading combination of sound advice, management and efficient implementation services customised to meet your governance needs.
With accountability for your pension scheme to move to full funding through efficient implementation and oversight, we will assist you in meeting your objectives.
Partial fiduciary management
Provides access to resources and expertise to meet a specific challenge, such as delivering growth or de-risking your pension scheme.
Combining diversified strategies, with customised active and passive implementation, we help deliver efficient investment outcomes on dedicated aspects of your portfolio.
Customised portfolio services
Gain greater portfolio control, limit management costs, reduce risk, and enhance investment returns.
Investment services that we can customise in combination or deliver as discreet solutions to help you tackle your investment challenges.
In this short video, Sarah Leslie answers frequently asked questions and provides a practical guide to fiduciary management.
Capabilities and insights
Fiduciary Management overview
Partner with us to help map out your path to the funding level you need.
ESG considerations in fixed income
Key ESG integration trends we see among the fixed income market participants.
Benefits of ESG Integration
The intersection of ESG and Fiduciary Management can provide trustees with a richness of information and specialised strategies.
A leader in the fiduciary management industry
When you invest, it's good to know you're among the best. Russell Investments has been globally recognised for excellence in investment outsourcing.
We have a proven track record in fiduciary management with scale, client satisfaction, innovation solutions and 40 years of experience.
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Any opinion expressed, is not a statement of fact, is subject to change and does not constitute investment advice.
The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.
Any past performance figures are not necessarily a guide to future performance.