Isio report: DC market update Q4 2023

Isio’s latest defined contribution (DC) market update finds a positive end to the year

This snapshot of the DC market comments on:

  • The growing trend of increasing equity allocations particularly within the growth phase of DC defaults – is this based on long-term strategic views or is there a herding mentality unfolding across the provider market?
  • Which providers are already investing in private market assets and which are still in the developing stage?
  • The strong annual returns across the board in 2023, which have helped providers’ at-retirement strategies start to recover from the gilts crisis of 2022.
  • The trends Isio expect to emerge over 2024 and which of them could be key differentiators in the market.

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Supplied by REBA Associate Member, Isio

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