Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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

AB

TOTAL DCIO ASSETS ($MM)
Q1 2018$63,908
Year ending 12/31/2017$61,459
Year ending 12/31/2016$48,880
Total DCIO funds42
TOP DCIO FUND
Fund nameTarget-Date Strategies
Fund assets ($MM)$47,208
Portfolio managerMulti-asset portfolio team
Start dateSince inception
Number of TDF series4
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds16%
Collective investment trusts2%
Separate accounts82%
Stocks17%
Bonds (excluding stable value)11%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)72%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional2
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS116

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.