Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

To access this premium content, please sign up for a free account!

Janus

TOTAL DCIO ASSETS ($MM)
Q1 2018$30,349
Year ending 12/31/2017$29,464
Year ending 12/31/2016$22,494
Total DCIO funds62
TOP DCIO FUND
Fund nameJanus Enterprise Fund
Fund assets ($MM)$7,251
Portfolio managerB. Demain, P. Wheaton
Start date2007, 2016
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds88%
Collective investment trusts7%
Separate accounts5%
Stocks76%
Bonds (excluding stable value)7%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)17%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional0
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS225

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.