Tag: OCIO

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...

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...

For the $5 million to $500 million DC plan market, advisers and consultants offering 3(38) discretionary investment advice are more common.