Liquid Alternatives and the Opportunity in Defined Contribution Plans

Liquid Alternatives and the Opportunity in Defined Contribution Plans

March 2015

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We explore how liquid alternatives can fit into DC plans and what makes it an attractive addition. We also provide insights on the need for DC plan advisors to communicate and educate DC plan fiduciaries on the benefits of this investment vehicle in plan participants' portfolios.

In 2013, there were $6.5 trillion in defined contribution plan assets and this is expected to grow to more than $9 trillion by 20191. Should you be considering defined contribution platforms as a growth opportunity for your liquid alternative fund?

Executive Insights: Liquid Alternatives and the Opportunity in Defined Contribution Plans, explores how liquid alternatives can fit into DC plans and what makes them an attractive addition. We also provide insights on the need for DC plan advisors to communicate and educate DC plan fiduciaries on the benefits of this investment vehicle in plan participants' portfolios. The report addresses:

  • Why liquid alternatives play an important role in retirement plans
  • Common reservations when first considering alternative investments in a DC Plan
  • What kind of education is necessary for decision makers as they incorporate these strategies
  • The role of the DC Plan fiduciary in portfolio investment decisions

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1 Cerulli Associates – Retirement Market 2014, Exhibits 3.02 and 3.03

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