The second wave of CMA retendering

21 July 2021 | Webinar

Fiduciary management: The next wave of CMA retendering

The first deadline for schemes to retender their fiduciary management has passed, in the midst of a turbulent time for markets. Schemes that didn’t retender this time may need to do so in the coming months and years. What does all this look like from the perspective of a fiduciary manager, a third-party evaluator and a trustee, and why is it important?

In this interactive webinar we look at how fiduciary managers responded to these challenges, and we’ll provide insights into:

  • Performance of fiduciary managers during 2020;
  • The CMA review and its impact on fiduciary management retenders and the wider market;
  • How fiduciary managers have embraced ESG and climate change


Christy Jesudasan

Executive Director, Co-Head of UK & Ireland Institutional Business, Goldman Sachs

Andre Kerr

Head of Fiduciary Management Oversight, XPS

Roger Cooper

Head of Trusteeship, Pi Partnership Group

Karen Hurst

Senior Policy Advisor: Investment & Stewardship, PLSA


Key info


Wednesday 21 July 2021
11:00 - 12:00 


DB scheme trustees and managers