Retirement Market Sizing Report - U.S.
This Strategic Insight (SI) Research report, Retirement Market Sizing Report – U.S., provides a comprehensive perspective on the size and growth of the U.S. defined contribution (DC) marketplace and the retirement industry as a whole. The report combines Strategic Insight’s best thinking on market dynamics with its proprietary model to forecast growth and to outline the factors contributing to the evolution of this market.
The report offers insight on formative themes that will impact various segments of the industry, including analysis of demographic, investment strategy, and investment packaging trends. It is based on a foundation of data and research from affiliated Strategic Insight tools and businesses, such as Simfund, BrightScope, Investor Economics, PLANADVISER, and PLANSPONSOR, as well as third-party resources, including: Callan Associates, Investment Company Institute (ICI), Pew Research Center, Transamerica Center for Retirement Studies, U.S. Census Bureau, and U.S. Department of Labor (DOL).
Key Questions Answered:
- What key forces have driven growth in the retirement market to date and how will such factors impact the industry moving forward?
- How are asset managers responding to regulatory changes and client demands for lower cost investment options, such as collective investment trusts and zero/zero mutual funds?
- How has the DCIO sales environment evolved and how will relationships and engagement with recordkeepers and advisers develop in this new dynamic?