Asset managers who seize change — to bring new investment strategies to market, add distribution channels or build technologically advanced reporting platforms — act decisively in an industry often paralyzed with complexity and inertia. It takes conviction and operational strength to lead the charge.
Our Investment Manager Services’ global operating platform is the catalyst for firms who are going boldly forward.
Each of the papers described here contain the very latest in thought leadership.
Complete the form at the bottom of the page to download the papers.
With $7 trillion in play, the defined contribution market continues to grow, now an astounding 28% of total retirement assets — however, it is matched by heightened fiduciary and regulatory concerns. In response, plan sponsors and asset managers are taking a fresh look at the CIT. With a favorable regulatory structure, NSCC trade automation, daily valuation, low-cost and flexible fee schedule, the modernized CIT is an increasingly attractive portfolio management tool.
Complete the form at the bottom of the page to get the paper: The Defined Contribution Market Meets Its Match
Be the Revolution
DC investors have shifted significantly over the last decade toward greater portfolio diversification by using non-correlating asset classes and exposures to alternatives. We see the same forces in the DC market. In order to help participants meet their retirement goals and comply with new regulations, asset managers and plan sponsors are introducing unconventional structures to expand plan QDIAs and other choices. At the end of 2016, managed accounts were offered in 35% of plans, 65% of TDFs held REITS and 40% held commodity funds. What does the future hold?
Complete the form at the bottom of the page to get the paper: Innovations in the Defined Contribution Market
Each of our papers brings you the latest in thought leadership. Fill in the form to get them all.