RESEARCH

2015 DCIO Survey

Providers

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BlackRock

TOTAL DCIO ASSETS ($MM)
Q1 2015$634,610
Year ending 12/31/2014$599,199
Year ending 12/31/2013$526,507
TOP DCIO FUND
Fund nameLifePath Target Date Fund
Fund assets ($MM)$126,904
Portfolio managerL. Gambon, A. Mason, A. Whitelaw
Start date2007, 2009, 2010
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds10%
Collectives36%
Separate accounts54%
Stocks64%
Bonds (excluding stable value)13%
Stable value0%
Money market0%
Asset allocation*23%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers21
Salespeople focused on institutional20
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.