RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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Lazard Asset Mangement

TOTAL DCIO ASSETS ($MM)
Q1 2017$8,800
Year ending 12/31/2016$8,600
Year ending 12/31/2015$8,700
Total DCIO funds8
TOP DCIO FUND
Fund nameLazard Emerging Markets Equity
Fund assets ($MM)$3,000
Portfolio managerJ. Donald
Start date1994
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds65%
Collectives25%
Separate accounts10%
Stocks90%
Bonds (excluding stable value)10%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)0%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers0
Salespeople focused on institutional2
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS50
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.