Skip to main content
Home
Logo -BNY

Primary menu

  • Solutions
    • pControl Solutions
    • Asset Allocation
    • Oversight
    • Fund Processing
  • About Us
    • About Milestone Group
    • Why Milestone Group
    • Governance
    • Clients
    • Community
  • News & Resources
    • Press Releases
    • Media
    • Events
    • Whitepapers & Resources
    • Market Insights
    • Case Studies
  • Contact Us

Breadcrumb

  1. Home
  2. Customization

Whitepaper | Customization: The journey toward individually optimized investment strategies

Customization is the most sought after innovation in the domain of investment solutions. Customization at the individual investor level seems to be the leading edge of the competitive frontier and – therefore – the highest priority for providers. This certainly is the case in the retirement space, and especially so for defined contribution (DC) plans. Whitepaper by Randal McGathey of Milestone Group.
30 March 2017

For decades, advanced customized investment strategies have been the norm for large institutional investors such as defined benefit (DB) plans, endowments and foundations. However, recent demand for investment solutions that increase the likelihood of successful outcomes for defined contribution plan participants has focused industry and public policy attention on this objective. Outcome based solutions are becoming increasingly sophisticated in their design and construction, and the next objective is to more precisely fine tune them to the profile of each particular investor.

Customization of investment strategies, even for non-institutional investors is not a new phenomenon. Trust companies have administered investments for wealthy individuals for hundreds of years. As the ranks of the mass-affluent have grown so have the number of investment advisors providing custom advice. But now there is increasing and urgent demand for sophisticated ‘outcome based’ investment solutions for all investors. This demand arises – at least in part – as a result of the structural shift from defined benefit to defined contribution plans. The shift has transferred responsibility for portfolio management from institutional professionals to individual investors, the vast majority of whom have no relevant training, thus increasing the need for solutions that include embedded asset selection and allocation. The industry response to this structural shift is an ongoing journey, the current phase of which is Customization.

Randal McGathey

Randal McGathey

Vice President Asset Allocation Solutions – North America
Download Whitepaper | Customization: The journey toward individually optimized investment strategies
( .pdf 2.07 MB)
Back to List

Related product

  • Asset Allocation
Logo - BNY update

Secondary Menu

  • SOLUTIONS
    • pControl Solutions
    • Asset Allocation
    • Oversight
    • Fund Processing
  • ABOUT US
    • About Milestone Group
    • Why Milestone Group
    • Governance
    • Clients
    • Community
  • NEWS & RESOURCES
    • Press Releases
    • Media
    • Events
    • Whitepapers & Resources
    • Market Insights
    • Case Studies
  • CONTACT US
    • Connect with us
    • Follow Us

Tertiary Menu

  • Privacy Policy
  • Cookie Policy
  • Preferences
  • Unsubscribe
  • Sitemap

Copyright © 2025. Content on this site is the intellectual property of Milestone Group.
pControl™, pControl SmartSourcing™, pControl FairValue Control™, and NAV Protect™ are registered trademarks of Milestone Group Pty Limited.