RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
Natixis
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $34,296 |
| Year ending 12/31/2017 | $34,829 |
| Year ending 12/31/2016 | $33,867 |
| Total DCIO funds | 52 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Oakmark International |
| Fund assets ($MM) | $6,526 |
| Portfolio manager | D. Herro, M. Manelli |
| Start date | 1992 |
| Number of TDF series | 1 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 95% |
| Collective investment trusts | 5% |
| Separate accounts | 0% |
| Stocks | 55% |
| Bonds (excluding stable value) | 28% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 17% |
| % Active/Passive | 100%/0% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 8 |
| Salespeople focused on institutional | 4 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 35 |
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