RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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OppenheimerFunds

TOTAL DCIO ASSETS ($MM)
Q1 2017$42,790
Year ending 12/31/2016$40,641
Year ending 12/31/2015$41,028
Total DCIO funds74
TOP DCIO FUND
Fund nameDeveloping Mkts Fund/ Emerging Mkts Equity Strategy
Fund assets ($MM)$10,506
Portfolio managerJ. Leverenz
Start date2007
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds94%
Collectives2%
Separate accounts4%
Stocks79%
Bonds (excluding stable value)8%
Stable value/Money market2%
Asset allocation (target-date, target-risk, balanced)7%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers18
Salespeople focused on institutional4
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS62
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.