RESEARCH

2015 DCIO Survey

Providers

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AB

TOTAL DCIO ASSETS ($MM)
Q1 2015$38,991
Year ending 12/31/2014$37,421
Year ending 12/31/2013$34,578
TOP DCIO FUND
Fund nameTarget-Date Strategies
Fund assets ($MM)$25,613
Portfolio managerD. Loewy, C. Nikolich, V. Zlotnikov
Start date1995
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds23%
Collectives13%
Separate accounts64%
Stocks23%
Bonds (excluding stable value)9%
Stable value0%
Money market0%
Asset allocation*68%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers10
Salespeople focused on institutional6
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS105
*Target-date, target-risk, balanced.

ARCHIVE

DCIO Survey

The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.