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2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Federated Investors

TOTAL DCIO ASSETS ($MM)
Q1 2018$43,702
Year ending 12/31/2017$44,857
Year ending 12/31/2016$44,820
Total DCIO funds63
TOP DCIO FUND
Fund nameFederated Strategic Value Dividend Fund
Fund assets ($MM)$6,083
Portfolio managerD. Peris
Start date2006
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds89%
Collective investment trusts10%
Separate accounts1%
Stocks36%
Bonds (excluding stable value)31%
Stable value/Money market30%
Asset allocation (target-date, target-risk, balanced)3%
% Active/Passive99%/1%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers10
Salespeople focused on institutional4
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS188

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.