RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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BlackRock

TOTAL DCIO ASSETS ($MM)
Q1 2017$756,724
Year ending 12/31/2016$714,563
Year ending 12/31/2015$620,617
Total DCIO funds175+
TOP DCIO FUND
Fund nameLifePath Target Date Fund
Fund assets ($MM)$164,063
Portfolio managerA. Whitelaw, A. Mason, M O'Hara
Start date2009, 2010, 2016
Number of TDF series4
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds7%
Collectives41%
Separate accounts52%
Stocks62%
Bonds (excluding stable value)12%
Stable value/Money market2%
Asset allocation (target-date, target-risk, balanced)24%
% Active/Passive10/90
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers21
Salespeople focused on institutional10
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS59
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.