Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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American Century Investments

TOTAL DCIO ASSETS ($MM)
Q1 2018$43,957
Year ending 12/31/2017$45,491
Year ending 12/31/2016$41,275
Total DCIO funds88
TOP DCIO FUND
Fund nameOne Choice Target Date
Fund assets ($MM)$23,696*
Portfolio managerR. Weiss, S. Wilson, R. Gabudean, V. Rayappa
Start date2004
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds78%
Collective investment trusts16%
Separate accounts6%
Stocks41%
Bonds (excluding stable value)5%
Stable value/Money market1%
Asset allocation (target-date, target-risk, balanced)53%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers17
Salespeople focused on institutional7
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS173
*Includes MF and CIT assets.

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.