Top 10 Providers
DCIO MANAGERS BY ASSETS (AS OF 1Q 2013) $MM | ||
---|---|---|
1 | BlackRock | $440,090 |
2 | T. Rowe Price | $227,000 |
3 | State Street Global Advisors | $212,400 |
4 | PIMCO | $211,000 |
5 | J.P. Morgan | $209,943 |
6 | Invesco | $86,700 |
7 | Goldman Sachs | $55,036 |
8 | John Hancock Funds | $52,200 |
9 | BNY Mellon Investment Management | $44,500 |
10 | Federated Investors | $41,890 |
TOP DCIO FUNDS BY ASSETS $MM | ||
---|---|---|
1 | BlackRock (LifePath TDF) | $77,605 |
2 | T. Rowe Price (TD Series) | $38,000 |
3 | John Hancock Funds (Lifestyle Portfolio) | $31,820 |
4 | J.P. Morgan (Smart Retirement Funds) | $22,493 |
5 | AllianceBernstein (TD Strategies) | $20,878 |
6 | Lazard Asset Management (Emerging Markets Equity) | $15,000 |
7 | OppenheimerFunds (Developing Markets) | $10,000 |
8 | Natixis Global Asset Mgt (Oakmark Equity & Income Fund) | $9,500 |
9 | Columbia Management (Acorn Fund) | $8,200 |
10 | Thornburg (International Value Fund) | $8,000 |
LARGEST INCREASE IN DCIO ASSETS (2011 VS. 2012) | ||
---|---|---|
1 | Goldman Sachs | 136.0% |
2 | Eagle Asset Management | 79.0% |
3 | Managers Investment Group | 37.0% |
4 | Nuveen Investments | 33.0% |
5 | Ivy Funds | 29.0% |
6 | RidgeWorth Investments | 27.0% |
7 | American Century | 26.5% |
8 | Manning & Napier Advisors LLC | 26.0% |
9 | J.P. Morgan | 24.0% |
10 | Stadion Money Management | 23.0% |
NUMBER OF RECORDKEEPER SELLING AGREEMENTS | ||
---|---|---|
1 | American Century | 150 |
2 | AllianceBernstein | 105 |
3 | Lord Abbett | 100 |
3 | Munder Capital Management | 100 |
5 | Federated Investors | 87 |
6 | Invesco | 81 |
6 | Calvert Investments | 81 |
6 | OppenheimerFunds | 81 |
9 | Managers Investment Group | 75 |
LONGEST-TENURED PORTFOLIO MANAGERS | ||
---|---|---|
1 | Charles P. McQuaid | 1978 |
2 | Marian Marinack | 1986 |
3 | Bill Gross | 1987 |
4 | Donald Yacktman | 1992 |
5 | John Tucker | 1994 |
6 | Bob Boyda | 1995 |
6 | David Carlson | 1995 |
6 | Bert L. Boksen | 1995 |
9 | Robert P. Fetch | 1996 |
10 | Dolores Bamford | 1997 |
LARGEST INCREASE IN DCIO ASSETS (12/31/2012 VS. 3/31/2013) | ||
---|---|---|
1 | State Street Global Advisors | 18.0% |
2 | Ivy Funds | 15.0% |
2 | Eagle Asset Management | 15.0% |
2 | AllianceBernstein | 15.0% |
2 | Russell Investments | 15.0% |
6 | Lazard Asset Management | 14.0% |
7 | Principal Funds | 13.0% |
8 | RidgeWorth Investments | 12.0% |
8 | Munder Capital Management | 12.0% |