A Practical Guide to Pension Fund Investment Costs

December 18, 2016 | Posted in FREE Guide to Pension Fund Costs | By

To help trustees and governance professionals.

The landscape for cost and charge discovery is rapidly changing for the better due to factors such as improving investor awareness, calls for increased cost transparency by industry bodies, regulatory and market initiatives and pressure to reduce pension fund deficits. The recent Asset Management Market Study – Interim report by the Financial Conduct Authority (FCA) and the potential impact it could have on institutional investors and their future governance arrangements is a good case in point.

The purpose of this guide is to assist the governance process in measuring and managing transaction costs, pooled fund costs and segregated mandate costs. The guide has been written in collaboration with Sunil Chadda, an experienced investment costs specialist and we believe it is the most comprehensive and detailed guide to investment costs and Value for Money available in the UK today.

Report Content:

  • Typical sources of investment costs for pension funds and other asset owners
  • How to evaluate Value for Money
  • Use the CLERUS self-assessment Check List to gauge the potential for hidden, or excess, investment costs in your fund
  • Get key insights and practical examples of where to find costs and charges

Henrik Pedersen, Managing Partner & Co-Founder of CLERUS said:

“The onus is now on pension fund trustees and governance professionals to demand transparency on all costs and charges related to the management of retirement funds and to assess if they provide ‘Value for Money’. We hope this Guide will be a useful tool to assist them in this pursuit.”

To download your FREE copy of the guide, please provide your email details below.

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CLERUS is an independent consultancy. As experienced investors we bring professional and value-added investment governance expertise directly to pension schemes and other asset owners.

We add value to decision-makers because we are able to provide informed, independent and objective investment analysis free of any bias. This includes a full review and clarification of all investment related costs, including transaction costs, and their impact on investment performance.

We also help review and improve the performance of service providers who are not being independently or appropriately assessed. Increased transparency is created which helps identify the investment activities that provide value-for-money, and those that are detracting value. This reduces cost and improves investment outcomes.