Full discretionary investment management search. We evaluate governance structure, investment philosophy, asset allocation approach, private markets capabilities, reporting, and fees.
Non-discretionary advisor search covering advisory scope, research capabilities, investment menu design, participant outcome focus, and committee support.
Targeted searches for private markets advisors (discretionary and non-discretionary), custom target date fund managers, and other specialist mandates. Includes private equity, private credit, real assets, and infrastructure specialists.
Evaluation and selection of PEP providers for plan sponsors considering the pooled model as an alternative to a single-employer plan. A growing area as the PEP market matures and expands. Includes review of governance structure, investment options, administrative services, and fees.
Trustee and custodian evaluation, selection, and fee negotiation for plan assets across all asset owner types.
Evaluation and selection of in-plan guaranteed income solutions for defined contribution plans.
Assessment of the services your investment consultant or OCIO is currently providing, benchmarked against what leading providers offer for plans of similar size and complexity.
Fees compared against Curcio Webb’s proprietary database of actual fees negotiated across hundreds of engagements. Not survey data – real negotiated terms.
Evaluation of investment committee governance, meeting cadence, documentation practices, and fiduciary process.
Review of investment program performance with attribution analysis to identify the sources of return and evaluate whether the advisor’s strategy is delivering on its objectives.
Ongoing oversight of discretionary investment managers to ensure adherence to the investment policy statement, appropriate risk management, and competitive fee structures.
Evaluation and ongoing oversight of managed account providers within defined contribution plans.
What plan sponsors most often ask us as they evaluate this discipline.