RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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Nationwide

TOTAL DCIO ASSETS ($MM)
Q1 2017$9,314
Year ending 12/31/2016$9,088
Year ending 12/31/2015$9,440
Total DCIO funds53
TOP DCIO FUND
Fund nameNationwide Investor Destinations
Fund assets ($MM)$2,122
Portfolio managerT. Hickey Jr., C. Graham
Start date2007, 2016
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collectives0%
Separate accounts0%
Stocks25%
Bonds (excluding stable value)4%
Stable value/Money market6%
Asset allocation (target-date, target-risk, balanced)65%
% Active/Passive83/17
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers6
Salespeople focused on institutional2
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS31
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.