Institutional Investors Knowledge Center
Views on Fiduciary Investment Models
The use of discretionary investment outsourcing providers
The Pension Management Research Panel conducted a poll of corporate defined benefit plan sponsors to determine their current and future use of discretionary investment providers.
Find out how your peers identified and described:
- Definitions and adoption rates of the various fiduciary models (ERISA 3(21) vs. ERISA 3(38))
- Top plan sponsor investment priorities and how they differ by model
- Benefits and drawbacks of the models, drivers for selection, and future plans
Our Fiduciary Management solution was recently ranked by Pensions & Investments as the largest outsourcer with the highest number of investment outsourcing clients across the globe.