Investment

OCIO and fiduciary selection

As the largest independent investment consulting firm in the UK, our experts can help clients get the most out of their fiduciary management or OCIO (Outsourced Chief Investment Officer) arrangements.

We help clients to clearly understand the differences between the various governance models and providers available, select the most appropriate for your circumstances, and monitor those arrangements to ensure that they are getting the best value for money. Clients can be confident that our advice is based on our deep experience of advising hundreds of schemes of all sizes on strategy, governance and selection.

Delivering better stewardship

In this webinar, explore how trustees can really understand what their investment managers are doing with stewardship and assess their effectiveness, with highlights from our latest responsible investment survey.

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Responsible investment survey

Investment managers have put more effort into their responsible investment practices over the two years since our previous survey - but is this effort being focused in the right areas?

Explore the reports
Investment Uncut: LCP's podcast about investing

Our hosts are joined by guests each week as they get beyond the jargon to try and bring sense to the world of investing and bring clarity to your investment decisions.

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A world in flux: shaping a more positive future

Vista: LCP's investment magazine

Our latest edition explores insights into navigating today's volatile markets amidst geopolitical tensions and climate challenges. It uncovers demographic shifts, the urgency of climate action and opportunities in emerging markets.

Read now

With fiduciary management or OCIO mandates, some consultant services are provided by your investment manager. This brings some efficiencies, but also introduces numerous issues to address, including conflicts, reduced flexibility, typically higher costs and pricing power.

Our experts will give you an unconflicted view, based on our deep market knowledge, to help you to:

Decide whether fiduciary management or OCIO is right for you. As independent advisors, covering the whole of the investment market, we can help you understand the pros and cons of the widest range of governance options, based on real-life experience with our clients.
Select an appropriate provider. We research all major fiduciary managers, and will help you assess the solutions based on what will make a real difference to your outcomes. Manager selection is an important investment decision, and we will give you clear recommendations rather than simply running a procurement exercise.
Monitor your fiduciary manager/OCIO. We will help you test that your fees remain reasonable, and consider new ideas on how your fiduciary manager can improve. We will work collaboratively with you and your fiduciary manager to enhance your arrangements.
Consider strategic advice. We are ideally placed to offer impartial strategy advice.