RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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AB
Allianz Global Investors
American Beacon Advisors, Inc.
American Century Investments
Artisan Partners
BlackRock+B:AB
Capital Group/American Funds
Charles Schwab Investment Management, Inc.
Dodge & Cox
Federated Investors
Fidelity Investments
First Eagle Investment Management
Franklin Templeton
Goldman Sachs Asset Management
Great-West Financial
Invesco
Ivy Investments
Janus
John Hancock Investments
J.P. Morgan Asset Management
Lazard Asset Mangement
Legg Mason
Loomis, Sayles & Co., L.P.
Lord Abbett
Manning & Napier Advisors, LLC (Manning & Napier)
MassMutual Funds
MFS Investment Management
Morgan Stanley Investment Management
Nationwide
Natixis Global Asset Management
Neuberger Berman
Nuveen
OppenheimerFunds
PGIM Investments
PIMCO
Principal Global Investors
Russell Investments
State Street Global Advisors
T. Rowe Price
Voya
Wellington Management Company LLP
Wells Fargo Asset Management
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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.