Fund brands and trust

Susan Thorp | University of Sydney | 29 May 2019 | 0.50 CE

White label, plain label or private label investment options often are used by larger defined contribution plans to create multi-manager funds for all or some of the investment lineup. A new study shows how plan participants react to white-label and branded options and, specifically, how brand trust alters participants' allocations to white-label options. The results have important implications for how plan sponsors and fund managers pre...