Administration | April 15th, 2021 Questions Sponsors Need to Ask When Hiring a 3(38) Fiduciary DC plan sponsors should examine a potential investment manager’s approach to governance as well as investing, and they should review...
Investing | March 18th, 2021 New Trends in Investing Pushing Greater OCIO Use The push to create value-aligned portfolios, add annuities to retirement plans, and free up time to focus on other things...
Investing | March 9th, 2021 OCIOs Can Improve Pension Plan Funding Plan sponsors that are considering hiring an outsourced chief investment officer should examine its track record and operational qualifications.
Data and Research | October 19th, 2020 OCIOs Help DC Plan Sponsors With Investment Lineup Best Practices Plan sponsors using an outsourced chief investment officer have more diversified asset classes and a mix of active and passive...
Investing | November 14th, 2017 OCIO Model Gaining Ground With Variety of Investors Together, defined benefit (DB) plans and nonprofits continue to represent the majority of the assets under management of outsourced chief...