RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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MFS Investment Management

TOTAL DCIO ASSETS ($MM)
Q1 2017$58,667
Year ending 12/31/2016$55,054
Year ending 12/31/2015$50,179
Total DCIO funds65
TOP DCIO FUND
Fund nameMFS Value
Fund assets ($MM)$16,678
Portfolio managerS. Gorham
Start date2002
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds82%
Collectives6%
Separate accounts12%
Stocks82%
Bonds (excluding stable value)4%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)14%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers9
Salespeople focused on institutional4
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.