2015
DCIO Survey
Each year since this survey’s inception in 2012, investment managers have reported increased asset levels in their Defined Contribution Investment Only (DCIO) businesses. Although the names of the firms participating in the survey have changed somewhat, we can report that the 37 managers on this year’s list enjoyed a nearly $230 billion (8%) increase in DCIO assets from year-end 2013 to year-end 2014, and a $63 billion (2%) increase in just the three months between 12/31/2014 and 3/31/2015.
Methodology
PLANADVISER’s fourth annual survey of Defined Contribution Investment Only (“DCIO”) providers was conducted in April and May 2015 via an online questionnaire. Approximately 143 investment firms known or suspected to market to defined contribution plans received the questionnaire, and the 37 organizations listed in this survey represent those that agreed to complete the questionnaire in its entirety. This survey is for reference only and is not comprehensive of the entire DCIO industry, as some major providers chose not to participate. For more information, or to participate in future surveys, please email surveys@planadviser.com