RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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

American Century Investments

TOTAL DCIO ASSETS ($MM)
Q1 2017$43,113
Year ending 12/31/2016$41,275
Year ending 12/31/2015$36,917
Total DCIO funds85
TOP DCIO FUND
Fund nameOne Choice Target Date
Fund assets ($MM)$18,260
Portfolio managerS. Wittman, R. Weiss, S. Wilson, R. Gabudean
Start date
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds82%
Collectives10%
Separate accounts8%
Stocks50%
Bonds (excluding stable value)6%
Stable value/Money market1%
Asset allocation (target-date, target-risk, balanced)43%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers17
Salespeople focused on institutional7
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS175
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.