RESEARCH

2015 DCIO Survey

Providers

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Calvert Investments

TOTAL DCIO ASSETS ($MM)
Q1 2015$3,405
Year ending 12/31/2014$3,352
Year ending 12/31/2013$3,395
TOP DCIO FUND
Fund nameCalvert Equity Portfolio
Fund assets ($MM)$1,196
Portfolio managerRichard England, Atlanta Capital Mgt
Start date2006
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collectives0%
Separate accounts0%
Stocks63%
Bonds (excluding stable value)21%
Stable value0%
Money market0%
Asset allocation*16%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers2
Salespeople focused on institutional1
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS81
*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.