Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Invesco

TOTAL DCIO ASSETS ($MM)
Q1 2018$96,212
Year ending 12/31/2017$98,704
Year ending 12/31/2016$99,601
Total DCIO funds95
TOP DCIO FUND
Fund nameInvesco Diversified Dividend
Fund assets ($MM)$9,956
Portfolio managerM. Walsh
Start date2002
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds39%
Collective investment trusts14%
Separate accounts44%
Stocks40%
Bonds (excluding stable value)2%
Stable value/Money market51%
Asset allocation (target-date, target-risk, balanced)6%
% Active/Passive99%/1%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers9
Salespeople focused on institutional25
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS75

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.