Investment Product and Service Launches
LeafHouse and Empower partner on managed accounts; Pacific Funds partners with Oranj on income-focused mutual funds; American Century Investments releases...
Tag: outsourced chief investment officer
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.
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.
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.