Institutional Investment Consulting is a non-discretionary investment advisory service sponsored by Merrill Lynch available to institutions with $20 million or more in assets. For more information on plan eligibility speak to your Global Institutional Consultant.
Merrill Lynch Investment Advisory Program is an investment advisory service sponsored by Merrill Lynch. Merrill Lynch offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. All recommendations must be based on the suitability requirements of the client.
Defined Benefit Discretionary (OCIO) is an investment advisory service sponsored by Merrill Lynch, available in either an advisory model or full discretionary model.
Defined Contribution Investment Consulting is an investment advisory program sponsored by Merrill Lynch. It is only available to defined contribution plans, typically with greater than $20 million in assets, for which an external provider serves as recordkeeper (plans with recordkeeping services provided by Merrill Lynch or our Advisor Alliance providers are not eligible for DCIC), and subject to certain requirements.
Institutional Investments & Philanthropic Solutions (II&PS) is part of U.S. Trust, Bank of America Corporation (U.S. Trust). U.S. Trust operates through Bank of America, N.A. and other subsidiaries of Bank of America Corporation (BofA Corp.). Bank of America, N.A., Member FDIC. Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A.
Philanthropic Discretionary Investment Management (OCIO) offered through U.S. Trust. Bank of America will act as a co-fiduciary for investment management and will manage plan assets consistently with the duties and standards established under ERISA.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2017 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and/or one or more of its non-U.S. affiliates. MLPF&S is a registered broker-dealer, Member SIPC
, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to www.institutionalinvestor.com
Institutional Investor’s 2016 All-America Research Team ranking, 2016. The Institutional Investor 2016 All-America Research Team reflects the opinions of a record 3,835 individuals at 1,090 firms that collectively manage an estimated $11.57 trillion in U.S. equities. As of October 2016.
Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years of financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
Ratings were based on results from 4,819 plan sponsors that replied to the 2016 PLANSPONSOR Defined Contribution (DC) Survey questionnaire. 29 plan providers obtained the minimum required 35 survey responses to be considered for awards. “Best in Class” awards are given to the three highest scoring providers and all providers who scored higher than the required benchmark within each plan asset size: Micro (under $5 million); Small A ($5 million–$25 million); Small B (>$25 million–$50 million); Mid (>$50 million – $200 million); Large (>$200 million–$1 billion); and Mega (over $1 billion). PLANSPONSOR magazine, an Asset International, Inc. publication, is a leading authority on retirement issues and benefits programs. For additional details, please refer to the November 2016 issue of PLANSPONSOR Magazine or visit www.plansponsor.com. Bank of America Merrill Lynch is not affiliated with the website provided and does not monitor, maintain or specifically approve any of the information available on the website.