Providers
Natixis Global Asset Management
TOTAL DCIO ASSETS ($MM) | |
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Q1 2017 | $35,784 |
Year ending 12/31/2016 | $33,867 |
Year ending 12/31/2015 | $32,630 |
Total DCIO funds | 52 |
TOP DCIO FUND | |
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Fund name | Oakmark Equity & Income |
Fund assets ($MM) | $6,394 |
Portfolio manager | C. McGregor, M. Hudson, E. Wojciechowski |
Start date | 1995 |
Number of TDF series | 1 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 91% |
Collectives | 8% |
Separate accounts | 1% |
Stocks | 47% |
Bonds (excluding stable value) | 33% |
Stable value/Money market | 0% |
Asset allocation (target-date, target-risk, balanced) | 18% |
% Active/Passive | 100/0 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 8 |
Salespeople focused on institutional | 3* |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 35 |
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*Headcount based on estimated percentage of total group’s time spent focused on institutional DCIO. |