RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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American Beacon Advisors, Inc.

TOTAL DCIO ASSETS ($MM)
Q1 2017$13,999
Year ending 12/31/2016$14,145
Year ending 12/31/2015$13,500
Total DCIO funds31
TOP DCIO FUND
Fund nameAmerican Beacon Large Cap Value Fund
Fund assets ($MM)$6,101
Portfolio managerK. Brown
Start date2016
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collectives0%
Separate accounts0%
Stocks97%
Bonds (excluding stable value)1%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)1%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers14
Salespeople focused on institutional2
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS
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.