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!

John Hancock Investments

TOTAL DCIO ASSETS ($MM)
Q1 2018$74,602
Year ending 12/31/2017$76,206
Year ending 12/31/2016$72,556
Total DCIO funds50
TOP DCIO FUND
Fund nameMulti-managed Lifestyle
Fund assets ($MM)$29,600
Portfolio managerB. Boyda
Start date1995
Number of TDF series3
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collective investment trusts0%
Separate accounts0%
Stocks28%
Bonds (excluding stable value)5%
Stable value/Money market5%
Asset allocation (target-date, target-risk, balanced)61%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers7
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS100

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.