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2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Franklin Templeton

TOTAL DCIO ASSETS ($MM)
Q1 2018$33,192
Year ending 12/31/2017$33,539
Year ending 12/31/2016$32,383
Total DCIO funds125
TOP DCIO FUND
Fund nameTempleton Global Bond Fund
Fund assets ($MM)$5,753
Portfolio managerM. Hasenstab
Start date2001
Number of TDF series9
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds60%
Collective investment trusts23%
Separate accounts17%
Stocks65%
Bonds (excluding stable value)25%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)5%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers11
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS76

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.