RESEARCH

2017 PLANADVISER DCIO Survey

Providers

To access this premium content, please sign up for a free account!

John Hancock Investments

TOTAL DCIO ASSETS ($MM)
Q1 2017$74,560
Year ending 12/31/2016$72,556
Year ending 12/31/2015$71,072
Total DCIO funds50
TOP DCIO FUND
Fund nameMulti-managed Lifestyle
Fund assets ($MM)$28,606
Portfolio managerB. Boyda
Start date1995
Number of TDF series3
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collectives0%
Separate accounts0%
Stocks19%
Bonds (excluding stable value)1%
Stable value/Money market4%
Asset allocation (target-date, target-risk, balanced)76%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers7
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS100
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.