Pension Scheme Procurement Timeline: Establishing what a scheme needs

How exactly do pension schemes go about selecting asset managers?

How long does the whole process take?

And at what stage does each decision take place?

Incisive Media and Professional Pensions have conducted some research into these matters, and produced this infographic, setting out the typical process that pensions schemes use.

This infographic was produced from a series of discussions conducted in June and July 2016 with the trustees of five pension schemes with outsourced asset management.

No two schemes were completely alike in their methods. All took slightly varying routes. However, there was a common core to their respective journeys, and it’s this pathway the infographic has set out.

In this document we will be looking at what happens in the first quarter of the buy-cycle, as Pension Schemes are establishing their needs.

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