How To Expose Your Pension Fund Costs Now

How To Expose Your Pension Fund Costs Now
Underwater by Andy Deitsch Why?

We're delighted to present "A Practical Guide To Pension Fund Investment Costs" written by Henrik Pedersen and Sunil Chadda of CLERUS, a business established to help pension funds and other asset owners understand how they can improve their investment performance

Pension-Fund-Costs
The most comprehensive and detailed guide to pension fund investment costs and Value for Money available in the UK today.

Sunil Chadda, Investment Costs Specialist and SIPPclub Member Since 2015

Find Out What Your Pension Is Really Costing You By Downloading "A Practical Guide To Pension Fund Investment Costs" Below

Inside "A Practical Guide To Pension Fund Investment Costs" You'll Discover...

Typical sources of investment costs for pension funds and other asset owners

How to evaluate Value for Money

Use the self-assessment Check List to gauge the potential for hidden, or excess, investment costs in your fund

Get key insights and practical examples of where to find costs and charges

The landscape for cost and charge discovery is rapidly changing for the better due to factors such as improving investor awareness, calls for increased cost transparency by industry bodies, regulatory and market initiatives and pressure to reduce pension fund deficits.

The recent Asset Management Market Study Interim Report by the Financial Conduct Authority (FCA) and the potential impact it could have on institutional investors and their future governance arrangements is a good case in point.

The Department of Work and Pensions has recently reviewed the guide and is most complimentary about it.  It’s been suggested by a very senior industry figure that it’ll be made compulsory reading for Independent Governance Committee members and trustees that report to her.

What "A Practical Guide To Pension Fund Investment Costs" Is For

The purpose of A Practical Guide To Pension Fund Investment Costs is to assist the governance process in measuring and managing transaction costs, pooled fund costs and segregated mandate costs. The guide has been written in collaboration with Sunil Chadda, an experienced investment costs specialist.  It’s believed be the most comprehensive and detailed guide to investment costs and Value for Money available in the UK today.

Henrik Pedersen, Managing Partner & Co-Founder of CLERUS said:

The onus is now on pension fund trustees and governance professionals to demand transparency on all costs and charges related to the management of retirement funds and to assess if they provide 'Value for Money'. We hope this Guide will be a useful tool to assist them in this pursuit.

About The Authors Of "A Practical Guide To Pension Fund Investment Costs"

Henrik has 30 years of investment management and advisory experience. In 2014 he co-founded CLERUS to help pension schemes and other asset owners improve investment decisions, governance and value-for-money. From 2008-2013 he was Chief Investment Officer of Pareto Partners (a BNY Mellon asset management boutique) where he built a successful multi-asset, multi-strategy investment track-record for delivering absolute return to institutional investors. Prior to this he served as head of product development and quantitative investment models at Overlay Asset Management (a BNP Paribas Investment Partner) where he led a successful re-launch of the firm’s alternative investment capabilities which led to buy-ratings from investment consultants and significant growth in AUM. From 2000 to 2005 Henrik was Director of Citigroup’s Risk Advisory Group where he developed quantitative investment models and advised institutional investors on managing risks derived from international investment portfolios. Henrik’s detailed market and investor knowledge is drawn from his tenure in FX Sales and Marketing with Citibank and JPMorgan Chase, where he focused on providing value-added investment services to clients and which culminated in his role as Head of Emerging Markets Sales. Henrik started his career in financial markets with A.P.Moller Group in 1985, managing the group’s substantial financial market exposures. He holds an Executive MBA with distinction from CASS Business School, London and a B.Com degree in Financial and Management Accounting from Copenhagen Business School.

Sunil Chadda has 30 years’ experience in the UK Asset Management industry having worked in all segments of the industry from traditional asset management, hedge funds, funds of hedge funds, private wealth and private equity to their respective service provider markets. Sunil has built a deep understanding of the market structure and value chain and has spent the last two years researching and discovering pension fund and fund costs. He has recently completed a thorough review of costs and contract terms and conditions for a large UK pension fund. Sunil is a firm believer in improving transparency in financial services and wants better outcomes for all market players including pension funds, pensioners, pension sponsors and the UK’s asset management industry.  Sunil is an Associate Partner at CLERUS.

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