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The third quarter was relatively calm compared to the prior two of 2020, with global markets digesting the pronounced year-to-date moves in asset prices, as well as the extraordinary economic landscape we currently face.
Increasingly trustees are choosing to pass on the burden of managing their own standalone pension funds by enrolling their members in umbrella funds. With the many advantages of why to look towards an umbrella solution, there remains the question of how tailored can my investment portfolio be, relative to the cost?
How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?