RESEARCH

2015 DCIO Survey

Providers

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Lord Abbett

TOTAL DCIO ASSETS ($MM)
Q1 2015$8,398
Year ending 12/31/2014$8,359
Year ending 12/31/2013$10,675
TOP DCIO FUND
Fund nameDeveloping Growth
Fund assets ($MM)$2,091
Portfolio managerF. Thomas O’Halloran
Start date2001
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds97%
Collectives0%
Separate accounts4%
Stocks70%
Bonds (excluding stable value)28%
Stable value0%
Money market0%
Asset allocation*2%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers70
Salespeople focused on institutional12
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS134
*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.