Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Manning & Napier Advisors, LLC

TOTAL DCIO ASSETS ($MM)
Q1 2018$4,964
Year ending 12/31/2017$5,364
Year ending 12/31/2016$9,621
Total DCIO funds29
TOP DCIO FUND
Fund nameRetirement Target Collective Trust*
Fund assets ($MM)$925
Portfolio managerGlobal Core Team
Start date2015
Number of TDF series3
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds30%
Collective investment trusts33%
Separate accounts37%
Stocks12%
Bonds (excluding stable value)11%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)77%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional7
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS57
*Manning & Napier Retirement Target Collective Investment Trust Funds.

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.