RESEARCH

2015 DCIO Survey

Providers

To access this premium content, please sign up for a free account!

PIMCO

TOTAL DCIO ASSETS ($MM)
Q1 2015$130,500
Year ending 12/31/2014$153,200
Year ending 12/31/2013$191,400
TOP DCIO FUND
Fund namePIMCO Total Return Fund
Fund assets ($MM)$58,298
Portfolio managerMark Kiesel, Scott Mather, Mihir Worah
Start date2014
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds65%
Collectives1%
Separate accounts34%
Stocks1%
Bonds (excluding stable value)75%
Stable value19%
Money market0%
Asset allocation*5%
% 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 AGREEMENTS60
*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.