Providers
Morgan Stanley Investment Management
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2016 | $9,197 |
Year ending 12/31/2015 | $10,316 |
Year ending 12/31/2014 | $14,025 |
Total DCIO funds | 41 |
TOP DCIO FUND | |
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Fund name | MSIFT Mid Cap Growth Portfolio |
Fund assets ($MM) | $1,451 |
Portfolio manager | D. Lynch |
Start date | 2002 |
Number of TDF series | 0 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 70% |
Collectives | 14%2 |
Separate accounts | 17% |
Stocks | 96% |
Bonds (excluding stable value) | 1% |
Stable value/Money market | 2% |
Asset allocation (target-date, target-risk, balanced) | 0% |
% Active/Passive | 100/0 |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 15 |
Salespeople focused on institutional | 2 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 30 |
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NA = Not availabe |
2Morgan Stanley has $1.2B as of Q1 2016 in pooled/group trusts (not collectives). |