RESEARCH

2017 PLANADVISER DCIO Survey

Providers

To access this premium content, please sign up for a free account!

State Street Global Advisors

TOTAL DCIO ASSETS ($MM)
Q1 2017$321,492
Year ending 12/31/2016$296,494
Year ending 12/31/2015$256,613
Total DCIO funds70
TOP DCIO FUND
Fund nameS&P 500
Fund assets ($MM)$91,162
Portfolio managerT. Janowski
Start date2005
Number of TDF series3
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds3%
Collectives67%
Separate accounts30%
Stocks70%
Bonds (excluding stable value)9%
Stable value/Money market1%
Asset allocation (target-date, target-risk, balanced)17%
% Active/Passive1/99
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers8
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS32
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.