Tag: OCIO

This comes amid a wave of plan sponsors opting to outsource the investment management of their pension plans.

Differentiated investment capabilities and customized solutions will be among the three new hires’ priorities.

Fiducient Advisors will add $1.9 billion in assets under management and supervision with the purchase of Axia Advisory.

Last year, the US market for outsourced CIO services grew 16%, according to Chestnut Advisory.

A report from Cerulli Associates projected that $1.3 trillion will flow into new OCIO partnerships by 2029.

After 33 years at Mercer, Rich Nuzum will become head of OCIO at Franklin Templeton Investment Solutions, leading efforts to...

The largest OCIO provider is Mercer, with $548 billion in outsourced assets under management. Captrust is the fifth largest provider,...

The deal will combine NEPC’s institutional investment, research and OCIO capabilities with Hightower’s rapidly growing registered investment advisory network.

Marc Cordover, Mercer’s US investments and retirement leader, will lead the newly acquired division. 

Mercer will add to its not-for-profit outsourced investments and retirement consulting capabilities.

U.S. Bancorp Asset Management picks Jim Link to head OCIO Unit; Marshberry adds Madore as financial advisory VP; and more.

Sources say it’s partly due to the growing popularity of ESG investing, but there’s a lot more going on to...

Sponsors are looking for institutional-quality investment lineups and to reduce their fiduciary risk.

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...

They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.

Willis Towers Watson offers nine actions for DC plan advisers to help their clients mitigate risks in 2019.

There may be more upfront effort with smaller clients, but once they are on board, they take less time, according to Cerulli.

This is down from three-quarters last year, a PIMCO survey found

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...