What do consultants who advise defined contribution plan sponsors look for in recommending an investment platform provider to their clients? What do they expect in an investment manager? On what basis do they recommend specific funds?
Designed both for platform providers and asset managers selling on an investment-only basis, the new DCI study from Brightwork Partners offers a comprehensive view of the needs, expectations and experiences of these crucial intermediaries in the DC investments space.
Preferences and Characteristics
Which investment vehicles do consultants recommend for plans of various sizes? What do they recommend as QDIAs? What tools do they use or would they welcome to help them evaluate investment choices for their clients? How interested are they in a guaranteed income feature within a DC plan?
Subscribers are able to: - Understand the needs, practices preferences and decision making of DC consultants - Evaluate the factors that could make them attractive to consultants as platform providers - Evaluate the factors that could make them attractive to consultants as investment managers
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