2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey

Providers

Providers

Natixis Global Asset Management

TOTAL DCIO ASSETS ($MM)
Q1 2016$31,992
Year ending 12/31/2015$32,630
Year ending 12/31/2014$32,322
Total DCIO funds57
TOP DCIO FUND
Fund nameOakmark Equity & Income
Fund assets ($MM)$6,912
Portfolio managerC. McGregor, M. Hudson, E. Wojcie-chowski
Start date1995
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds94%
Collectives6%
Separate accounts0%
Stocks43%
Bonds (excluding stable value)32%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)25%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers8
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS35
NA = Not availabe