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Week ending June 30th, 2017 |
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Happy Friday, readers. This weekend’s mailing features the 2017 PLANADVISER DCIO Survey. Now in its sixth year of publication, the survey continues its trend of finding a steady increase in DC plan assets among the participating providers. While not representative of the entire DCIO market, the survey can be seen as a proxy for the overall direction of asset levels and allocation. Find the full results below. |
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| 2017 PLANADVISER DCIO Survey | | The participating investment firms provided their year-end asset levels in defined contribution plans for 2014 through 2016, as well as for the first quarter of this year. These asset levels rose an impressive $163 billion (4.6%) in just the three months from December 31, 2016, to March 31, 2017.
Read more > | | | DCIO Industry Snapshot | | Filter provider results by sales gains, adviser support capabilities, asset types and more.
Read more > | | | 2017 Top 10 DCIO Providers | | BlackRock, Nuveen and State Street Global Advisers top the list in terms of assets managed. Find the full list of leading firms here.
Read more > | | | Participating DCIO Provider Information | | Find the full firm-by-firm breakdown of more than 40 participating DCIO providers. Data shown includes assets managed, top products, sales strategies, adviser capabilities and more.
Read more > |
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