RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Industry Snapshot
(from responses of 42 DCIO providers)
DCIO ASSETS, BY VEHICLE
Mutual funds 61%
Separate accounts 20%
Collectives 18%
Other 2%
Separate accounts 20%
Collectives 18%
Other 2%
DCIO ASSETS, BY TYPE
Stocks 54%
Asset-allocation funds 18%
Bonds 18%
Stable value/
Money market 8%
Other 2%
Asset-allocation funds 18%
Bonds 18%
Stable value/
Money market 8%
Other 2%
TOTAL DCIO ASSETS
75
Average number of recordkeeper selling agreements
6.6%*
15
Average number of adviser-focused salespeople
28.7%
10
Average number of institutional salespeople
40.1%
$28,738
Average assets
of top DCIO
fund ($mm)
of top DCIO
fund ($mm)
31.0%
*All percentages in this set of findings reflect the change from prior period.