Providers
Morgan Stanley Investment Management
TOTAL DCIO ASSETS ($MM) | |
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Q1 2017 | $8,698 |
Year ending 12/31/2016 | $8,208 |
Year ending 12/31/2015 | $10,316 |
Total DCIO funds | 39 |
TOP DCIO FUND | |
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Fund name | MSIF Growth Portfolio |
Fund assets ($MM) | $1,045 |
Portfolio manager | D. Lynch |
Start date | 1998 |
Number of TDF series | 0 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 62% |
Collectives | 15%* |
Separate accounts | 15% |
Stocks | 97% |
Bonds (excluding stable value) | 1% |
Stable value/Money market | 2% |
Asset allocation (target-date, target-risk, balanced) | 0% |
% Active/Passive | 100/0 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 19** |
Salespeople focused on institutional | 9 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 34 |
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*Morgan Stanley’s amount reported for collectives are ERISA pooled/commingled trusts, not daily valued NSCC traded CITs. **Not 100% dedicated to DCIO. |