RESEARCH

2015 DCIO Survey

Providers

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Wells Fargo

TOTAL DCIO ASSETS ($MM)
Q1 2015$60,014
Year ending 12/31/2014$59,477
Year ending 12/31/2013$57,428
TOP DCIO FUND
Fund nameDow Jones Target Date Funds
Fund assets ($MM)$15,338
Portfolio managerGIA Inc.
Start date2006
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds83%
Collectives6%
Separate accounts11%
Stocks34%
Bonds (excluding stable value)13%
Stable value0%
Money market21%
Asset allocation*32%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional6
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.