Trustee Considerations for Fund Manager Appointment

Course Overview
This course provides trustees with a comprehensive understanding of the key considerations involved in appointing and managing fund managers for pension schemes. It explores the governance, legal, and operational aspects of the fund manager selection process, emphasizing due diligence, monitoring, and accountability to ensure sound investment decisions and regulatory compliance.

Key Topics Covered

• Governance and investment alignment in fund management

• Legal responsibilities of trustees in appointing fund managers

• Defining the role and expectations of fund managers

• Establishing selection criteria and due diligence standards

• The fund manager search and evaluation process

• Contracting, compliance, and service-level management

• Ongoing monitoring and performance review of fund managers