Fiduciary Management Providers Claim Compliance
Fiduciary Management Providers to UK Pension Schemes are required to notify CFA Institute of their claim of compliance with the GIPS® Standards for FMPs. FMPs must submit the GIPS Compliance Form before publicly claiming compliance and on annual basis, between 1 January and 30 June.
Download and complete the GIPS Compliance Notification Form (PDF)
Firms Claiming Compliance with the GIPS Standards for Fiduciary Management Providers to UK Pension Schemes
These firms have notified CFA Institute of their claim of compliance with the GIPS standards for FMPs and have given permission to publish their firm name on our website here. This list is for informational purposes only. CFA Institute does not endorse the firms included on this list or engage in review, enforcement, or quality control of a firm’s claim of compliance with the GIPS standards. CFA Institute does not represent or verify that these firms are actually in compliance.
BlackRock Investment Management (UK) Limited
BMO Asset Management Limited
Cardano Risk Management Limited
Charles Stanley Asset Management
Goldman Sachs Asset Management
Hewitt Risk Management Services – An Aon Company
Kempen Capital Management (UK)
Legal and General Assurance (Pensions Management) Limited (“PMC”)
Mercer Limited
Russell Investments Limited
Schroders Fiduciary Management Provider
SECOR UK
SEI Investments (Europe) Limited
State Street Global Advisors Trust Company
Towers Watson Limited
Disclaimer: Any investment-related decisions by investors and potential investors in products or funds managed or advised by the firms listed here should only be made having first contacted the relevant firm or its representatives and having taken proper advice. Nothing in this website should be construed as an offer or invitation to anyone, in any jurisdiction, to invest in any products or funds managed or advised by the firms listed here.