RESEARCH

2015 DCIO Survey

Providers

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Wellington Management Company LLP

TOTAL DCIO ASSETS ($MM)
Q1 2015$18,743
Year ending 12/31/2014$17,803
Year ending 12/31/2013$17,261
TOP DCIO FUND
Fund nameGrowth Equity
Fund assets ($MM)$2,428
Portfolio managerAndrew Shilling
Start date2000
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds0%
Collectives37%
Separate accounts63%
Stocks64%
Bonds (excluding stable value)23%
Stable value0%
Money market0%
Asset allocation*13%
% 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 AGREEMENTS19
*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.