2018
PLANADVISER DCIO Survey

An overview of the top providers.

Providers

Providers

DWS

TOTAL DCIO ASSETS ($MM)
Q1 2018$2,268
Year ending 12/31/2017$1,632
Year ending 12/31/2016$2,559
Total DCIO funds50
TOP DCIO FUND
Fund nameDeutsche Real Estate Securities Fund
Fund assets ($MM)$1,200
Portfolio managerB. Thomas, D. Zonavetch
Start date1999
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds90%
Collective investment trusts10%
Separate accounts0%
Stocks
Bonds (excluding stable value)
Stable value/Money market
Asset allocation (target-date, target-risk, balanced)
% Active/Passive95%/5%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers40
Salespeople focused on institutional14
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS34