RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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Federated Investors

TOTAL DCIO ASSETS ($MM)
Q1 2017$43,594
Year ending 12/31/2016$44,820
Year ending 12/31/2015$43,956
Total DCIO funds53
TOP DCIO FUND
Fund nameFederated Total Return Bond fund
Fund assets ($MM)$2,455
Portfolio managerD. Ellenberger
Start date2013
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds89%
Collectives10%
Separate accounts1%
Stocks35%
Bonds (excluding stable value)35%
Stable value/Money market30%
Asset allocation (target-date, target-risk, balanced)0%
% Active/Passive96/4
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers10
Salespeople focused on institutional4
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS87
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.