Providers
Lazard Asset Mangement
TOTAL DCIO ASSETS ($MM) | |
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Q1 2017 | $8,800 |
Year ending 12/31/2016 | $8,600 |
Year ending 12/31/2015 | $8,700 |
Total DCIO funds | 8 |
TOP DCIO FUND | |
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Fund name | Lazard Emerging Markets Equity |
Fund assets ($MM) | $3,000 |
Portfolio manager | J. Donald |
Start date | 1994 |
Number of TDF series | 0 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 65% |
Collectives | 25% |
Separate accounts | 10% |
Stocks | 90% |
Bonds (excluding stable value) | 10% |
Stable value/Money market | 0% |
Asset allocation (target-date, target-risk, balanced) | 0% |
% Active/Passive | 100/0 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 0 |
Salespeople focused on institutional | 2 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 50 |
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