RESEARCH

2015 DCIO Survey

Providers

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

American Beacon Advisors

TOTAL DCIO ASSETS ($MM)
Q1 2015$10,401
Year ending 12/31/2014$10,123
Year ending 12/31/2013$11,930
TOP DCIO FUND
Fund nameLarge Cap Value Fund
Fund assets ($MM)$3,359
Portfolio managerAmerican Beacon Advisors
Start date1987
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collectives0%
Separate accounts0%
Stocks44%
Bonds (excluding stable value)53%
Stable value0%
Money market2%
Asset allocation*1%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers13
Salespeople focused on institutional2
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS200
*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.