RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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Goldman Sachs Asset Management

TOTAL DCIO ASSETS ($MM)
Q1 2017$80,982
Year ending 12/31/2016$81,883
Year ending 12/31/2015$79,945
Total DCIO funds80
TOP DCIO FUND
Fund nameGS Small Cap Value Fund
Fund assets ($MM)$5,677
Portfolio managerR. Crystal, S. Pope Davis, S. Butkus
Start date2006. 2006, 2011
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds21%
Collectives15%
Separate accounts64%
Stocks21%
Bonds (excluding stable value)11%
Stable value/Money market68%
Asset allocation (target-date, target-risk, balanced)0%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers8
Salespeople focused on institutional9
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS60
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.