Institutional Consulting: Why It Matters

In the intervening 41 years, Montgomery has seen many changes to the institutional consulting market, including defined-benefit plans giving way to defined-contribution plans and private investors aspiring to the investing discipline of the largest university endowments. The inflows to exchange-trad...

Full description

Saved in:
Bibliographic Details
Published in:Barron's 2016-04, Vol.96 (16), p.S25
Main Author: Barthel, Matthew
Format: Article
Language:English
Subjects:
Advisors
Alternatives
Consultants
Endowment
Hedge funds
Income funds
Institutional investments
Investment advisors
Nonprofit hospitals
Pension funds
Trends
Online Access:Get full text
Tags: Add Tag
No Tags, Be the first to tag this record!
Description
Summary:In the intervening 41 years, Montgomery has seen many changes to the institutional consulting market, including defined-benefit plans giving way to defined-contribution plans and private investors aspiring to the investing discipline of the largest university endowments. The inflows to exchange-traded funds-$238 billion last year, more than the flows into index mutual funds, active mutual funds, and hedge funds combined, according to Bloomberg-suggest the passive approach is carrying the day.
ISSN:1077-8039