RESEARCH

2015 DCIO Survey

Providers

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Federated Investors

TOTAL DCIO ASSETS ($MM)
Q1 2015$45,009
Year ending 12/31/2014$44,543
Year ending 12/31/2013$41,923
TOP DCIO FUND
Fund nameFederated Capital Preservation Fund
Fund assets ($MM)$5,280
Portfolio managerBill Jamison, Marian Marinack
Start date1990, 1986
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds83%
Collectives15%
Separate accounts2%
Stocks30%
Bonds (excluding stable value)35%
Stable value12%
Money market20%
Asset allocation*3%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers10
Salespeople focused on institutional4
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS87
*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.