RESEARCH

2015 DCIO Survey

Providers

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Putnam Investments

TOTAL DCIO ASSETS ($MM)
Q1 2015$15,100
Year ending 12/31/2014$14,800
Year ending 12/31/2013$13,500
TOP DCIO FUND
Fund nameStable Value
Fund assets ($MM)$6,000
Portfolio managerSteve Horner
Start date2000
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds46%
Collectives54%
Separate accounts0%
Stocks36%
Bonds (excluding stable value)11%
Stable value39%
Money market2%
Asset allocation*13%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers5
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS100
*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.