RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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J.P. Morgan Asset Management

TOTAL DCIO ASSETS ($MM)
Q1 2017$183,655
Year ending 12/31/2016$178,051
Year ending 12/31/2015$149,711
Total DCIO funds129
TOP DCIO FUND
Fund nameSmart-Retirement
Fund assets ($MM)$62,004
Portfolio managerJ. Geller, A. Lester, M. Schoenhaut, D. Oldroyd, E. Bernbaum
Start date2006
Number of TDF series2
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds49%
Collectives32%
Separate accounts19%
Stocks23%
Bonds (excluding stable value)12%
Stable value/Money market3%
Asset allocation (target-date, target-risk, balanced)59%
% Active/Passive99/1
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers17
Salespeople focused on institutional6
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS72
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.