Equiom’s MD joins STEP Board

Posted: 22/01/2013

Sheila Dean-Equiom
Equiom, the Isle of Man headquartered trust and corporate service provider, is delighted to announce that Managing Director, Sheila Dean has been appointed to the Society of Trust and Estate Practitioners (STEP) Trustee Managed Portfolio Indices (TMPI) Oversight Board.

TMPI has been developed as a STEP member service and will be distributed free to members and private client practitioners. The main purpose of creating the indices is to bring about transparency and understanding between the trustee and discretionary investment management professions in relation to communicating investment risk and understanding investment returns.

Sheila speaking about her appointment said; “I am honoured to have been asked by STEP to join the Board. It is a fantastic new initiative and one which I am delighted to become involved with. Many of the Equiom team are STEP members and this new service will enable them to take advantage of this resource which will provide them with powerful information about investment performance and risk.”

The Indices will be produced by Enhance Group Limited, with further benefits being to provide a standard terminology for practitioners to communicate with the investment management industry.

For more information about the TMPI please visit https://www.trusteempi.com/

Add a Comment

  • *
  • *
  • *
  • *
  • Submit

Want to know when we publish new content?

All you need to do is sign up for our newsletter.You'll receive a daily summary email of new items which have been published.

Please be advised that the volume of Business News articles which we publish is fairly high and you should expect to receive an email most days.

You can update your preferences at any time by registering for a blglobal.co.uk account and visiting the 'Your Profile' page.


It's easy to stay current with blglobal.co.uk.

Just sign up for our email updates!

Yes please! No thanks!