2017
PLANADVISER DCIO Survey

Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers.

Providers

Providers

Natixis Global Asset Management

TOTAL DCIO ASSETS ($MM)
Q1 2017$35,784
Year ending 12/31/2016$33,867
Year ending 12/31/2015$32,630
Total DCIO funds52
TOP DCIO FUND
Fund nameOakmark Equity & Income
Fund assets ($MM)$6,394
Portfolio managerC. McGregor, M. Hudson, E. Wojciechowski
Start date1995
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds91%
Collectives8%
Separate accounts1%
Stocks47%
Bonds (excluding stable value)33%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)18%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers8
Salespeople focused on institutional3*
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS35
*Headcount based on estimated percentage of total group’s time spent focused on institutional DCIO.