Delivering data and custody governance

Within the current, exceptional environment, all schemes face challenges that call for a greater emphasis on governance. This includes monitoring investments through quality data, knowing total costs associated with running a scheme, as well as understanding the quality of services that impact the members.

Data on total cost of ownership allows pension schemes to understand their investment costs, and other important areas, such as custody and administration, which can help improve decision making in meeting governance goals.

In the webinar, we’ll look closely at cost transparency data on investments, which provides insight into areas such as transaction costs - which can make up as much as 20% of total cost of ownership. Access to this information is a starting place for effective cost management and we’ll cover how this data can help create effective dialogue with a scheme’s asset managers, especially around areas such as transaction costs.

Custody is an area that’s potentially overlooked by pension schemes. We’ll outline the type of service and range of data that you can receive from your custodian, given the key role they play in safekeeping and reporting on scheme assets, and the importance this has on good governance.

What you’ll learn

  • What is included in total cost of ownership
  • Our latest findings on the magnitude of costs collected across pensions schemes of all shapes and sizes
  • What you should expect from your custodian so you can be confident you have the right governance partner

Speakers

Pat Sharman

Managing Director UK, CACEIS

Scott Foster

Product Specialist, Cost Transparency, CACEIS


Education Partner


Key info


DATE AND TIME

Tuesday 2 June
11:00 - 12:00 

SUITABLE FOR?

Pension scheme managers, local authorities, trustees and investment consultants who want to understand how reliable data around costs can improve governance and helps in the dialogue they have with their investment managers and other service providers, such as custodians.