RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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AB

TOTAL DCIO ASSETS ($MM)
Q1 2017$51,883
Year ending 12/31/2016$48,880
Year ending 12/31/2015$46,618
Total DCIO funds41
TOP DCIO FUND
Fund nameTarget-Date Strategies
Fund assets ($MM)$36,468
Portfolio managerMulti-asset portfolio team
Start dateSince inception
Number of TDF series4
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds18%
Collectives2%
Separate accounts80%
Stocks19%
Bonds (excluding stable value)10%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)71%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional2
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS105
1 7 8 9 10 11 15

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.