Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Natixis

TOTAL DCIO ASSETS ($MM)
Q1 2018$34,296
Year ending 12/31/2017$34,829
Year ending 12/31/2016$33,867
Total DCIO funds52
TOP DCIO FUND
Fund nameOakmark International
Fund assets ($MM)$6,526
Portfolio managerD. Herro, M. Manelli
Start date1992
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds95%
Collective investment trusts5%
Separate accounts0%
Stocks55%
Bonds (excluding stable value)28%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)17%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers8
Salespeople focused on institutional4
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS35

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.