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2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Ivy Investments

TOTAL DCIO ASSETS ($MM)
Q1 2018$4,364
Year ending 12/31/2017$4,899
Year ending 12/31/2016$4,329
Total DCIO funds41
TOP DCIO FUND
Fund nameIvy International Core Equity
Fund assets ($MM)$1,627
Portfolio managerJ. Maxwell, C. Murray
Start date2006, 2017
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds94%
Collective investment trusts0%
Separate accounts6%
Stocks89%
Bonds (excluding stable value)10%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)1%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers8
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS110

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.