Managers are calibrating their approach to packaging and positioning their investment capabilities for institutional investors to emphasize a more holistic and solutions-based approach. Concurrently, they are assuming greater responsibilities for client outcomes. Today, there are four principal services that comprise custom solutions: multi-asset-class solutions, outsourced chief investment officer arrangements, liability-driven investing, and pension risk transfer/defined benefit plan resolution. Within these services, managers are building a variety of strategies and capabilities, including custom target-date funds, managed volatility, and strategic partnerships. This new report clarifies and sizes the market for institutional custom solutions and examines the opportunities and competitive dynamics in each of these areas, including detailed discussions of lump-sum windows, duration matching, liability glidepath design, and varying levels of investment discretion.
Reasons To Purchase:
- Define custom solutions and the size of the opportunity
- Understand the criteria for creating a successful custom solutions group
- Identify technology requirements for custom solutions