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Equiom MD on STEP TMPI

Managing Director of Equiom Sheila Dean has been appointed to the Society of Trust and Estate Practitioners Trustee Managed Portfolio Indices Oversight Board

The TMPI hopes to improve transparency and understanding between trustees and investment managers to explain investment risk and returns.

Sheila says she feels it’s a valuable service and members of the Equiom team can take advantage of it.

The indices will be produced by Enhance Group, which will also standardise terminology for practitioners.

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