RESEARCH

2015 DCIO Survey

Providers

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Great-West Financial

TOTAL DCIO ASSETS ($MM)
Q1 2015$1,339
Year ending 12/31/2014$1,343
Year ending 12/31/2013$1,161
TOP DCIO FUND
Fund nameCustom Stable Value Fund
Fund assets ($MM)$6,600
Portfolio managerCathe Tocher
Start date1987
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds53%
Collectives1%
Separate accounts46%
Stocks29%
Bonds (excluding stable value)1%
Stable value57%
Money market0%
Asset allocation*13%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers
Salespeople focused on institutional
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS2
*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.