2022 U.S. Defined Contribution Distribution Trends to Watch
January 27, 2022
Evaluate key product and distribution trends ahead in the defined contribution market.
Presented by:
Shawn O'Brien, CFA
Associate Director
Bio →
Shawn O'Brien, CFA
Associate Director
Shawn leads the U.S. Retirement research practice, which focuses on the defined contribution (DC) and individual retirement account (IRA) markets. He also leads and supports strategic consulting projects for asset managers on their DC-related market entry and product distribution strategies.
Prior to joining Cerulli Associates, Shawn worked as a Research Associate at Harvard Business School, where he co-authored case studies on investment management for professional and personal investors and managing and innovating in financial services. Prior to that, he worked in the Currency Management group at State Street Global Markets, employing currency overlay strategies for large asset managers and asset owners.
Full biography here.
Summary
Get familiar with the trends that will drive the defined contribution (DC) market in 2022 and implications for defined contribution investment-only (DCIO) asset managers. Join Cerulli’s Shawn O’Brien, senior analyst, for a discussion on market sizing, intermediary trends, fund distribution opportunities, and investment vehicle considerations. He will also provide Cerulli’s perspective on how the new Department of Labor (DOL) regime will shape environmental, social, and governance (ESG) investing.
This 45-minute presentation provides asset managers and DC plan sponsors with:
- Cerulli’s DC market sizing, highlighting detailed coverage of 401(k) asset segments
- Single-asset-class product distribution opportunities for DCIO asset managers
- DC-focused ESG product development and distribution trends
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