Produced in collaboration with leading fiduciary managers, the Quantum Advisory FM Dashboard* offers a data-driven overview of the current state of the fiduciary market. The publication analyses key market trends, fee levels, strategic asset allocations, and investment positioning — all with asset owners in mind.
Amanda Burdge, Partner and Head of Investment at Quantum Advisory commented: “This latest report from our FM Dashboard reveals some notable trends, most strikingly a broad reduction in overall risk exposure. We’re seeing a clear shift away from equities, with increasing allocations to fixed income and alternative assets. This move could be driven by a combination of factors — including risk management, the maturing nature of scheme liabilities, evolving market conditions, and regulatory pressures.
“We’re also seeing the number of mandates targeting higher returns continuing to fall. The majority are now aiming for a return no more than 1.5% per annum above the liability benchmark. For many schemes, the priority has shifted from achieving high returns to closely matching liabilities with minimal risk. This is likely linked to improved funding levels and a growing focus on securing positions — particularly among schemes approaching buyout.”
Paul Francis, Principal Investment Consultant at Quantum Advisory commented: “Fiduciary Management has grown significantly in popularity over recent years. As the space becomes more competitive and complex, it’s essential that trustees and scheme sponsors have access to reliable, up-to-date data that helps them make confident, informed decisions — whether they’re appointing a fiduciary manager for the first time or reviewing existing arrangements. Our Dashboard, launched just last year, continues to be a valuable tool for trustees and employers alike, helping them benchmark their own arrangements and stay informed about how the fiduciary landscape is evolving.”
For a full copy of the latest report please click here.
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