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