2015
DCIO Survey

Each year since this survey’s inception in 2012, investment managers have reported increased asset levels in their Defined Contribution Investment Only (DCIO) businesses. Although the names of the firms participating in the survey have changed somewhat, we can report that the 37 managers on this year’s list enjoyed a nearly $230 billion (8%) increase in DCIO assets from year-end 2013 to year-end 2014, and a $63 billion (2%) increase in just the three months between 12/31/2014 and 3/31/2015.

Providers

Providers

Dimensional Fund Advisors

TOTAL DCIO ASSETS ($MM)
Q1 2015$35,000
Year ending 12/31/2014$32,000
Year ending 12/31/2013$28,300
TOP DCIO FUND
Fund nameDFA Emerging Markets Core
Fund assets ($MM)$11,350
Portfolio managerTeam managed
Start dateNot applicable
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds95%
Collectives0%
Separate accounts5%
Stocks80%
Bonds (excluding stable value)15%
Stable value0%
Money market0%
Asset allocation*5%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers2
Salespeople focused on institutional6
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS45
*Target-date, target-risk, balanced.