Return Vs. Risk Trade-Offs in OCIO
Institutions with long-term asset pools face challenges in setting realistic expectations and managing spending plans. We review the long-term versus short-term return and risk trade-offs that we observe institutions have about the OCIO model.
Do you have concerns about outsourcing your CIO? We review various myths and concerns that we observe institutions have about the OCIO model and how to effectively address these concerns to produce better outcomes.
With the recent passing of the SECURE Act, it’s important to understand all of the new provisions, their benefits, and either the necessary or appropriate action steps where applicable. Making this complex subject easier to understand will facilitate successfully implementing the appropriate changes for your retirement plan, satisfying your fiduciary responsibilities, and improving the retirement futures of your participants.
Are you concerned that fees are reducing your plan participants’ investment returns? Could a review of your retirement plan’s vendors and their fees lead to significantly better outcomes for you and your plan participants? If you have not conducted a formal review of your retirement plan fees within the past five years, then there is likely an opportunity to negotiate significant cost savings.
Understand, Prevent, Implement
With increasing reliance and connected services on the internet for retirement plan sponsors and their providers, there is preeminent risk for cyberattacks and cyberwarfare. In order to mitigate these risks of a potential cyberattack, sponsors and providers must first understand the types of risks that exist, implement frameworks, and establish prevention techniques.