Industry Associations
Pension Board Trustees play a crucial role in safeguarding the financial well-being of beneficiaries, making decisions that impact the long-term stability and growth of pension funds. As stewards of retirement assets, trustees face the challenge of balancing risk management, governance, compliance, and investment performance, all while ensuring transparency and accountability to stakeholders. At Fuse, we understand the unique pressures that Pension Board Trustees encounter, and we are committed to supporting them with the insights, tools, and guidance needed to fulfill their fiduciary responsibilities effectively.
What we do.
SERVICE OFFERINGS
Fuse provides tailored services to empower Pension Board Trustees in their oversight and decision-making roles:
- Governance and Board Effectiveness: We enhance governance structures and board processes, helping trustees strengthen their oversight capabilities. Our board composition and design services are aimed at optimizing the skills and expertise required for effective governance, ensuring that trustees are equipped to navigate complex regulatory and market environments.
- Training and Development: We offer comprehensive training programs that build fluency in key areas such as fiduciary duties, investment principles, and governance best practices. Our executive education and facilitated workshops are designed to boost confidence and competence among trustees, equipping them with the knowledge to make informed decisions.
- Strategic Planning and Scenario Analysis: Our strategic planning services help boards set clear objectives and align their vision with the broader goals of the pension fund. Through scenario analysis and strategic foresight, we enable trustees to anticipate potential challenges and opportunities, ensuring that their strategies are resilient and adaptable to change.
- Risk Management and Compliance: Trustees are tasked with managing a range of risks, from investment risks to operational and regulatory risks. Fuse provides comprehensive risk management support, including the development of tailored frameworks that help trustees identify, assess, and mitigate risks, ensuring that their pension plans remain secure and compliant.
- Stakeholder Engagement and Communication: Effective communication with stakeholders is essential for maintaining trust and transparency. Fuse assists boards in developing communication strategies that clearly articulate the board’s decisions and the rationale behind them, fostering stronger relationships with plan members, sponsors, and other stakeholders.
How we have helped our clients.
EXAMPLE WORK
- Board Governance Optimization: We worked with a large pension fund to refine their board governance framework, enhancing clarity on roles and responsibilities and streamlining decision-making processes. Our governance diagnostics helped the board identify gaps and implement improvements that strengthened their oversight function.
- Trustee Education Program: For a provincial pension plan, Fuse developed and delivered a tailored trustee education program, covering topics such as investment management, risk oversight, and regulatory compliance. This program significantly boosted the trustees’ confidence in their roles and improved board effectiveness.
- Scenario Planning and Strategic Alignment: We supported the trustees of a jointly sponsored pension plan in integrating scenario planning into their strategic framework. This approach allowed the board to evaluate multiple future scenarios and align their decision-making with long-term objectives, enhancing the plan’s resilience.
- Risk Management Framework Development: Fuse partnered with a pension board to develop a comprehensive risk management framework that addressed investment, operational, and compliance risks. This framework provided the trustees with the tools needed to proactively manage risks and safeguard the fund’s assets.
