Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Morgan Stanley Investment Management

TOTAL DCIO ASSETS ($MM)
Q1 2018$9,146
Year ending 12/31/2017$9,621
Year ending 12/31/2016$8,208
Total DCIO funds35
TOP DCIO FUND
Fund nameMSIF Growth Portfolio
Fund assets ($MM)$1,626
Portfolio managerD. Lynch
Start date1998
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds64%
Collective investment trusts18%*
Separate accounts18%
Stocks97%
Bonds (excluding stable value)2%
Stable value/Money market1%
Asset allocation (target-date, target-risk, balanced)0%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers14
Salespeople focused on institutional9
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS34
*The assets are commingled pools, not daily valued CITs. Included in the "Separate" account information are sub-advised separate accounts dedicated to retirement assets.

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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.