RESEARCH

2015 DCIO Survey

Providers

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Invesco

TOTAL DCIO ASSETS ($MM)
Q1 2015$97,817
Year ending 12/31/2014$97,665
Year ending 12/31/2013$96,762
TOP DCIO FUND
Fund nameInvesco Stable Value Trust
Fund assets ($MM)$43,727
Portfolio managerJennifer Gilmore
Start date2000
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds41%
Collectives21%
Separate accounts38%
Stocks40%
Bonds (excluding stable value)2%
Stable value50%
Money market0%
Asset allocation*8%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers11
Salespeople focused on institutional17
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS75
*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.