Experts agree that outsourced chief investment officers take on more duties than 3(38) investment managers.
They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.
Larger DB plans have access to liability hedging, overlay managers and derivatives to manage interest rate risk, and small plans...
Curcio Webb serves as an independent intermediary helping plan sponsors select and monitor 3(38) advisers and outsourced chief investment officers;...
The DOL fiduciary rule, though not yet fully implemented, is providing a tailwind for this trend, Cerull Associates says.