Deals and People | October 21st, 2024 Consultant NEPC Sells Majority Stake to Advisory Firm Hightower The deal, expected to close in 2025, aims to combine NEPC's institutional investment, research and OCIO capabilities with Hightower’s rapidly...
Administration | March 1st, 2024 Kodak Outsources Management of Overfunded US Pension Plan NEPC will manage the outsourced assets, as Kodak considers how to 'maximize the value of the over-funding.'
Deals and People | January 22nd, 2024 Mercer Appoints Susan Potter Region President for US, Canada The Marsh McLennan subsidiary’s new leader for retirement business was promoted from the chief commercial officer role she had held...
Deals and People | May 23rd, 2023 GSAM Adds to Multi-Asset Solutions’ Resources Goldman Sachs Asset Management continues to add resources to outsourcing business with appointments to leadership roles.
Deals and People | May 5th, 2023 GSAM Promotes Tavares to Head of Multi-Asset Solutions Advisory Goldman Sachs Asset Management plans to focus resources on the multi-asset solutions business.
Deals and People | February 3rd, 2023 Retirement Industry People Moves SPARK Institute elects new governing board led by T. Rowe Price’s Collins; BPAS promotes Jason Disco to lead defined benefit...
Deals and People | February 2nd, 2023 New OCIO Head for U.S. Bancorp’s Institutional Business The bank-owned asset manager promoted a new head for the practice to expand its market share.
Investing | October 28th, 2020 Plan Sponsors Turning to OCIOs to Broaden Investment Lineups Experts agree that outsourced chief investment officers take on more duties than 3(38) investment managers.
Administration | December 20th, 2018 Mercer Sets Goals for DC Plans for the Coming Year They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.
Administration | November 30th, 2018 Strategies for DC Plans to Mitigate Risks in 2019 Willis Towers Watson offers nine actions for DC plan sponsors to mitigate risks in 2019.
Administration | October 15th, 2018 Third Parties Help Small DB Plans With Administration Larger DB plans have access to liability hedging, overlay managers and derivatives to manage interest rate risk, and small plans...
Administration | September 10th, 2018 Demand Growing for OCIO and PRT Services Greg Calnon, with Goldman Sachs Asset Management, discusses how outsourced chief investment officer solutions are moving into the DC plan...
Investing | April 13th, 2018 Cerulli Report Maps LDI and OCIO Opportunities Alexi Maravel, director of Cerulli’s institutional practice, observes that the LDI topic is “probably the most competitive pricing environment among...
Investing | April 11th, 2018 The Benefits of the OCIO Model Shifting responsibility of investment decision making to a discretionary manager offers a host of benefits to defined benefit plan and...
Products | March 22nd, 2018 Matchmaker for 3(38) Fiduciary Services Talks Market Trends Curcio Webb serves as an independent intermediary helping plan sponsors select and monitor 3(38) advisers and outsourced chief investment officers;...
Administration | December 7th, 2017 More DC Plan Sponsors Looking to Outsourced Fiduciary Services The DOL fiduciary rule, though not yet fully implemented, is providing a tailwind for this trend, Cerull Associates says.