RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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First Eagle Investment Management

TOTAL DCIO ASSETS ($MM)
Q1 2017$4,072
Year ending 12/31/2016$3,651
Year ending 12/31/2015NA
Total DCIO funds7
TOP DCIO FUND
Fund nameFirst Eagle Overseas Fund
Fund assets ($MM)$1,445
Portfolio managerM. McLennan, K. Brooker Jr.
Start date2008
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds80%
Collectives0%
Separate accounts20%
Stocks75%
Bonds (excluding stable value)0%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)25%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers
Salespeople focused on institutional
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS25
NA = Not available.
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.