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2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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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$178,366
Total DCIO funds118
TOP DCIO FUND
Fund nameSmart Retirement
Fund assets ($MM)$111,095
Portfolio managerJ. Geller, A. Lester, M. Schoenhaut, D. Oldroyd, E. Bernbaum
Start date2006
Number of TDF series3
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds51%
Collective investment trusts29%
Separate accounts20%
Stocks26%
Bonds (excluding stable value)12%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)57%
% Active/Passive99%/1%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers17
Salespeople focused on institutional6
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS71

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.