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2019 DCIO Senior Executive Forum: Making the Cut

May 2, 2019

At our 2019 DCIO Executive forum, we discussed how recordkeepers, wire houses, aggregators, and consultants are all looking to offset fee pressure with investment revenue and the impact that has on the DCIO business. In many ways, these firms are fighting for control of the investment lineup, and this means asset managers are fielding an unprecedented number of requests for custom products, relationship pricing, and 3(38) program participation.  Insights from our 2019 DCIO Executive Forum included the deeper level of collaboration between DCIO firms and their key sales partners, and how top asset managers are investing to win in this new environment.

To access the meeting materials, please click here.