IPE’s annual fiduciary management, OCIO and outsourcing survey covers packaged advice and implementation services provided by investment management or consultancy firms to institutional investors.
These include everything from asset liability modelling to portfolio construction and manager selection, in the form of fiduciary management, delegated consulting or other similar forms of implemented advice, covering all or part of the portfolio.
Full data access
Subscribers can download an Excel dataset of this survey. To subscribe to IPE visit ipe.com/membership and for further information about the research or to participate in future surveys, contact dominic.gane@ipe.com
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