RESEARCH

2015 DCIO Survey

Providers

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Janus

TOTAL DCIO ASSETS ($MM)
Q1 2015$22,382
Year ending 12/31/2014$22,685
Year ending 12/31/2013$25,050
TOP DCIO FUND
Fund nameJanus Balanced Fund
Fund assets ($MM)$4,902
Portfolio managerMarc Pinto, Gibson Smith
Start date2005
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds90%
Collectives0%
Separate accounts10%
Stocks68%
Bonds (excluding stable value)13%
Stable value0%
Money market0%
Asset allocation*19%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers3
Salespeople focused on institutional1
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS225
*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.