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About this webinar:
A successful fiduciary relationship requires that trustees have confidence in the capabilities and values of their manager. The area of transaction cost management and reporting is no different. As fiduciary selection and oversight activity accelerates, transaction cost analysis is now a regular feature in the interactions between trustees, oversight advisors and fiduciary managers.
In this webinar, we will explore the concept of transaction costs through a fiduciary lens – looking at why best execution is critical to managing transaction costs; asking if having the right infrastructure and governance structures are pre-requisites to successfully managing transaction costs; and assessing the link between transaction costs and returns.
In addition, we will look at how trustees should use and interpret transaction cost information – highlighting the common pitfalls to avoid when using transaction cost figures.
Presenters
Jonathan is editor of Professional Pensions and has been reporting on UK occupational pensions since 2001. He has won a number of awards during his career, most recently the SPP Trade Journalist of the Year Award in 2019. He is also holder of the PMI's Retirement Provision Certificate.
Neil Walton
Head of Investment Solutions, Schroders
Anastasia Petraki
Head of Policy Research, Schroders
Andy Clarkson
Operations Specialist, IC Select
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