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Investment Manager Selection in the Defined Contribution Investment Only (DCIO) Market
Pub. Type: 
Your Price: $1,000.00
With the advent of open architecture in Defined Contribution plans, it is increasingly
challenging for investment firms to ensure that their funds are included in
the plan sponsor’s line up. What do investment managers need to do to
ensure that their funds are available to plan participants? Spectrem Group has
just completed a report focused on the investment selection of plan sponsors
purchasing investment on an unbundled basis. Investment Manager Selection in
the Defined Contribution Investment Only (DCIO) Market is based upon a survey
of 1,052 plan sponsors. The report provides the following information:
- What criteria are used when selecting investment managers?
- What is most important? Fees? Performance? The consultant’s opinion?
- How satisfied are most plan sponsors with their existing managers? (Most
are not very satisfied.)
- What types of changes do they plan on making in the next twelve months?
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