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.
Tag: OCIO
DISRUPTION: Time to Consider an OCIO for DC Plans?
GSAM Head of OCIO Greg Calnon says his firm is increasingly focused on supporting defined contribution plan sponsors; while pension plans are still the majority of clients, the outlook is evolving fast.
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
The benefits of an outsourced chief investment officer (OCIO) can lead to cost savings and improved returns.
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.