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.

Providers

Providers

John Hancock Investments

TOTAL DCIO ASSETS ($MM)
Q1 2015$9,550
Year ending 12/31/2014$8,961
Year ending 12/31/2013$8,060
TOP DCIO FUND
Fund nameLifestyle Portfolios
Fund assets ($MM)$49,104
Portfolio managerBob Boyda
Start date1995
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collectives0%
Separate accounts0%
Stocks72%
Bonds (excluding stable value)14%
Stable value0%
Money market0%
Asset allocation*14%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers7
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS50
*Target-date, target-risk, balanced.