RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
J.P. Morgan Asset Management
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $195,866 |
| Year ending 12/31/2017 | $196,988 |
| Year ending 12/31/2016 | $178,366 |
| Total DCIO funds | 118 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Smart Retirement |
| Fund assets ($MM) | $111,095 |
| Portfolio manager | J. Geller, A. Lester, M. Schoenhaut, D. Oldroyd, E. Bernbaum |
| Start date | 2006 |
| Number of TDF series | 3 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 51% |
| Collective investment trusts | 29% |
| Separate accounts | 20% |
| Stocks | 26% |
| Bonds (excluding stable value) | 12% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 57% |
| % Active/Passive | 99%/1% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 17 |
| Salespeople focused on institutional | 6 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 71 |
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