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Event Registration - Retirement Income Solutions: A Window of Opportunity for DCIO Asset Managers

Thursday, February 16, 2023
12:00 PM - 1:00 PM Eastern Standard Time
Retirement Income Solutions:  A Window of Opportunity for DCIO Asset Managers 

Recent findings from Cerulli Associates’ 2022 Defined Contribution Investment-Only (DCIO) Asset Manager Survey show that retirement income is the most top-of-mind issue in the DCIO asset manager community. Additionally, 88% of DCIO asset managers relay that conversations with plan sponsors, advisors, and consultants related to in-plan retirement income have increased in the past 12 months.  

As large, low-cost target-date managers continue to win highly coveted qualified defaulted investment alternative (QDIA) placements, in-plan retirement income developments represent a potentially significant opportunity for asset managers without a top target-date series to garner consistent, sizeable inflows from the DC market.  Cerulli’s study argues that asset managers should aim to create scalable, cost-conscious retirement income solutions that simplify decumulation decisions for everyday participants.  

Join us as we virtually host Shawn O’Brien, CFA of Cerulli Associates to discuss the findings of this recent study as well as the implications for the DCIO market and its asset managers.

Speaker Bios
A person in a suit
Description automatically generated with medium confidenceShawn O’Brien, CFA 
Associate Director, Retirement 
Cerulli Associates 

 Shawn O’Brien leads the U.S. Retirement research practice at Cerulli Associates, which focuses on the defined contribution (DC) and individual retirement account (IRA) markets. Shawn has authored several reports and articles on the DC market including Cerulli’s U.S. Defined Contribution Distribution report, U.S. Retirement Markets report, and U.S. Retirement End-Investor report. He also leads and supports strategic consulting projects for asset managers on their DC market entry and expansion strategies. 

Prior to joining Cerulli Associates, Shawn was a researcher at Harvard Business School where he co-authored case studies alongside professors Adi Sunderam and Luis M. Viceira focused on investment management for individual and institutional investors. 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. Shawn holds a B.S. in Finance from Merrimack College and an M.S. in Applied Economics from Boston College. 

Members | Complimentary
Non Members | $20.00
Passport Program 
Members of any CFA society may attend at the CFA Society Boston member rate. Please Use code PPW2022 for webinars for member pricing. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

Professional Learning Credits
CFA Boston has determined that this event qualifies for 1 PL credit hour under the guidelines of CFA Institute's Professional Learning Program.  If you are a CFA Institute member and a CFA Society Boston member, PL credit for your participation in this event will be automatically recorded in your PL tracking tool. Otherwise, you may upload 1 PL credit to your CFA Institute account in the PL tracking tool. 

Members can register by logging into their Boston specific account. Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program. Confirmation details will be sent following registration. If you do not receive a confirmation email, please ensure you have completed the entire checkout process. 

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