RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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Manning & Napier Advisors, LLC (Manning & Napier)

TOTAL DCIO ASSETS ($MM)
Q1 2017$8,257
Year ending 12/31/2016$9,222
Year ending 12/31/2015$9,187
Total DCIO funds30
TOP DCIO FUND
Fund nameRetirement Target Collective Trust*
Fund assets ($MM)$4,070
Portfolio managerGlobal Core Team
Start date
Number of TDF series3
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds13%
Collectives62%
Separate accounts25%
Stocks9%
Bonds (excluding stable value)6%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)85%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers6
Salespeople focused on institutional7
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS59
*Manning & Napier Retirement Target Collective Investment Trust Funds.
1 7 8 9 10 11 15

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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.