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

Poll Results: Views on Fiduciary Investment Models (PDF)

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.