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10 questions with Barnett Waddingham - portfolio institutional

The majority of fiduciary managers outperformed their target return in 2024 – what do you attribute this success to? The vast majority of mandates are fully hedged (or close to this level), and with equity markets returning 20%+ it provided a significant tailwind across the board.   That said, there is no universal strategy followed by FM providers, and so performance will have been driven by specific factors, considering different philosophies …
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portfolio institutional broke the news in on Tuesday, July 8, 2025.
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