RIA Hightower to Take Majority Stake in NEPC
The deal will combine NEPC’s institutional investment, research and OCIO capabilities with Hightower’s rapidly growing registered investment advisory network.
Tag: OCIO
Mercer Completes Acquisition of Vanguard’s Outsourced Investment Officer Business
Marc Cordover, Mercer’s US investments and retirement leader, will lead the newly acquired division.
Mercer to Acquire Vanguard’s US OCIO Division
Mercer will add to its not-for-profit outsourced investments and retirement consulting capabilities.
Retirement Industry People Moves
U.S. Bancorp Asset Management picks Jim Link to head OCIO Unit; Marshberry adds Madore as financial advisory VP; and more.
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...
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...
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?
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...
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...
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...
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.