Why and How the OCIO Model Is Moving Up Market
Sources say it’s partly due to the growing popularity of ESG investing, but there’s a lot more going on to fuel the trend, from increasing market complexity to the emergence of new regulations.
More DC Plans Are Using OCIOs
Sponsors are looking for institutional-quality investment lineups and to reduce their fiduciary risk.
CIT Expertise Puts Advisers in the Driver’s Seat
Knowledge about and connections to the collective investment trust marketplace can be a key selling point for retirement plan advisers in 2020 and beyond—especially when serving small and mid-sized clients.
Mercer Lays Out Goals for DC Plans for 2019
They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.
2019 Planning for DC Plan Clients
Willis Towers Watson offers nine actions for DC plan advisers to help their clients mitigate risks in 2019.
Smaller DB Plans Rely More Heavily on Third Parties
There may be more upfront effort with smaller clients, but once they are on board, they take less time, according to Cerulli.
DISRUPTION: Time to Consider an OCIO for DC Plans?
Two-Thirds of DC Consultants Charge Fixed Dollar Fees
This is down from three-quarters last year, a PIMCO survey found
LDI Solutions Support Surge in Custom Institutional Portfolios
A new Cerulli Associates analysis shows institutional custom solutions assets stood at $1.7 trillion at year-end 2016, and assets are projected to grow 10.4% to 1.9 trillion by 2021.
OCIO Model Can Improve Outcomes for DB and DC Plans
Personal Touch Matters in 3(38) Fiduciary Marketplace
The demand for 3(38) investment manager search support and monitoring has moved up market into the range of plans with billions of dollars in assets; smaller plans are seeking cost savings while larger plans are seeking deeper expertise and nimble capabilities.
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
For the $5 million to $500 million DC plan market, advisers and consultants offering 3(38) discretionary investment advice are more common.