Investment
Monitoring in Practice
A report into findings of
the Euraplan Investment Monitoring Survey.
Detailed
survey about investment monitoring by pension schemes. The
survey found that one
in two pension schemes in the UK fail to make suitable provision
for monitoring the efficiency and accuracy with which their
investment manager and/or custodian relays investment income into
the scheme’s bank accounts.
Download
Investment Monitoring Survey Report (436 KB)
Global
Custodians 'How they can help you and how they can hinder you'
An independent report
commissioned by Euraplan examining the role of global
custodians, together with the benefits and drawbacks of their
service to the pensions industry. This
is an objective report which argues the need for greater vigilance
by pension schemes over the quality of service offered by global
custodians.
Download
Global Custodian Report (238 KB)
Shedding New
Light on the Responsibilities of Pension Fund Trusteeship
A report into the findings of the
Euraplan Pension Fund Trustee Survey.
Euraplan
conducted an important, revealing survey into corporate pensions
fund trusteeship. The findings of the survey (12% response)
suggests that the ever-increasing pressures on trustees could soon
cause a severe shortage of people willing to volunteer for such a
high-pressure, unpaid, job.
Download
Pension Fund Trustee Survey Report (350 KB)

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