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OCIOs & Investment Consultants

An investment consultant and/or outsourced CIO / OCIO can help you face  retirement plan decisions around your investment plan choices and benefit plan fees.

General | OCIOs & Investment Consultants | Retirement

Interview: Investment consulting trends

With the growing interest in outsourced chief investment officers (OCIO), we invite you to listen to Curcio Webb discuss differences between a traditional consultant model and OCIOs, including: Catalysts for growth…

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Defined Contribution Plans | OCIOs & Investment Consultants | Video

Investment Committee Management of Defined Contribution Plans

Are you on an investment committee? Most committees spend all their time focused on the wrong things. Hear from investment Expert Phil Edwards as he shares how he advises clients…

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Compliance & Monitoring | Defined Contribution Plans | OCIOs & Investment Consultants | Video

Investment Committee Governance

Documenting your investment committee decisions isn’t exactly exciting – but it is necessary. Phil Edwards of Curcio Webb shares why it’s so important for investment committee members to document their…

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Defined Contribution Plans | OCIOs & Investment Consultants | Video

Defined Contribution Plan Investment Strategy

Are you on an investment committee? What’s your investment strategy? Is it meting the needs of your defined contribution plan participants? Phil Edwards shares the advice he provides to defined…

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Case Studies | OCIOs & Investment Consultants

OCIO Monitoring Case Study

The sponsor of a $600 million defined benefit plan was concerned about the Outsourced Chief Investment Officer’s (OCIO) lack of progress improving the funded status. The plan was only funded…

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Case Studies | OCIOs & Investment Consultants

OCIO Selection Case Study

The sponsor of a $1 billion defined benefit plan and $1.5 billion defined contribution plan wanted to learn more about Outsourced Chief Investment Officer (OCIO) services. Both plans were in…

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General | OCIOs & Investment Consultants

OCIO Performance Results

The evolution of the Outsourced Chief Investment officer (OCIO) has entered a new stage – a focus on results. The initial stages (producing savings on total direct costs, relieving administrative…

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Case Studies | Compliance & Monitoring | OCIOs & Investment Consultants

Governance Framework Case Study

An organization with substantial retirement and operating assets and relatively tight internal investment team appointed a new Chief Investment Officer. The CIO wanted to develop and implement a novel co-sourcing…

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Case Studies | Compliance & Monitoring | Managed Accounts | OCIOs & Investment Consultants

Managed Account Fiduciary Case Study

Looking to improve the overall employee benefits offering, the sponsor of approximately $10 billion defined contribution plan began offering managed accounts. Since they managed account provided participants investment advice, the…

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OCIOs & Investment Consultants

OCIO Searches – Trends in 3(38) Fiduciary Services

Curcio Webb has over a decade of experience assisting plan sponsors with 3(38) provider searches, which are commonly referred to as Outsourced Chief Investment Officer searches. Phil Edwards and Uma…

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