Fiduciary Management

By November 16, 2010Uncategorized

Client Profile

A leading global provider of Fiduciary Management investment solutions. These solutions are designed to help their clients meet financial objectives, reduce business risk, and fulfil their due diligence requirements.

The Brief

  • To gain introductory meetings with senior level executives (typically Finance Director, CFO or Chairman to Trustees) to discuss the possible opportunities offered by the fiduciary or “manager of managers” approach.
  • To gain a better understanding of how the active management versus passive management theory is thought of in the market place.

Target Data

UK based companies, with a pension’s liability figure of up to £1bn.

The Campaign

This is an ongoing campaign designed to increase awareness of Fiduciary Management in the Defined Benefit and Pension Fund Investment market place.

The Result

Appointments were made with new target firms and the brand awareness of the specialist capabilities of our client continue to be established within the defined benefit sector. The client continues to be in contact with those firms and they have also secured some significant business wins. Chartered Developments have exceeded their target of 109 appointments year on year. The project with Chartered Developments is on-going.

Why Chartered Developments

Chartered Developments have been able to assist our client in meeting with potential clients who are considering their pension fund options in today’s volatile economy. Although the technical details of Fiduciary Management are complex, Chartered Developments are able to converse at a senior level to secure appointments, build relationships and raise brand awareness with key targets on behalf of our client.