Chatham Partners Launches QDIA and DCIO Studies
WALTHAM, MA, September 8, 2010 -- Chatham Partners announces the launch of two syndicated research studies on issues of critical interest to the investment management and retirement fund communities: "Strategic Growth Opportunities in a Competitive Marketplace: Effectively Running a DCIO Business," and "2010/2011 QDIA Update: An Assessment of Selection and Evaluation Criteria of QDIA Options by Plan Sponsors and Their Intermediaries." The studies will be directed by Luis Fleites, (lfleites@chathampartners.net), Vice President and Director of Multi-Client Research, who recently joined Chatham Partners after stints at Financial Research Corporation (FRC) and Cerulli Associates.
Study Descriptions
Strategic Growth Opportunities in a Competitive Marketplace: Effectively Running a DCIO Business
This study will examine strategic challenges facing DCIO managers as QDIAs, 12b-1 reform, fee scrutiny, fee-based advisors, outcome-oriented products and other factors are changing the DCIO landscape. The study will then identify DCIO best practices and establish a benchmark for key business line metrics. Topics covered will include an examination of market sizing and sales data, organizational staffing and compensation structures, product configuration, and product structure and pricing.
2010/2011 QDIA Update: An Assessment of Selection and Evaluation Criteria of QDIA Options by Plan Sponsors and Their Intermediaries
This study will provide an updated analysis of the QDIA market as experienced by plan sponsors and their advisors. Topics covered will include plan influencers, sponsor receptivity to QDIA changes, attitudes toward QDIA options, and demand for QDIA product development and enhancement.
About Chatham Partners
Chatham Partners provides customized market research and strategy consulting services that help businesses understand the explicit, implicit, and latent needs of clients and prospects. Our fact-based analysis and recommendations enable organizations to improve sales processes, client service/retention, product/service offerings, and market perceptions.
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