RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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Lord Abbett

TOTAL DCIO ASSETS ($MM)
Q1 2017$7,161
Year ending 12/31/2016$6,972
Year ending 12/31/2015$7,101
Total DCIO funds35
TOP DCIO FUND
Fund nameShort Duration Income
Fund assets ($MM)$1,340
Portfolio managerA. O'Brien
Start date2012
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collectives0%
Separate accounts0%
Stocks49%
Bonds (excluding stable value)49%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)1%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers65
Salespeople focused on institutional4
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS121
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.