RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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Voya

TOTAL DCIO ASSETS ($MM)
Q1 2017$40,044
Year ending 12/31/2016$38,651
Year ending 12/31/2015$35,000
Total DCIO funds39
TOP DCIO FUND
Fund nameVoya Intermediate Bond
Fund assets ($MM)$503
Portfolio managerM. Toms
Start date2010
Number of TDF series10
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds42%
Collectives23%
Separate accounts35%
Stocks
Bonds (excluding stable value)
Stable value/Money market
Asset allocation (target-date, target-risk, balanced)
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers9
Salespeople focused on institutional4
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS41
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.