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2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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PGIM Investments

TOTAL DCIO ASSETS ($MM)
Q1 2018$79,340
Year ending 12/31/2017$79,625
Year ending 12/31/2016$71,726
Total DCIO funds80
TOP DCIO FUND
Fund namePrudential Total Return Bond/Core Plus
Fund assets ($MM)$18,600
Portfolio managerM. Collins, R. Tipp, R. Piccirillo, G. Peters
Start date2009, 2002, 2012, 2014
Number of TDF series4
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds32%
Collective investment trusts49%
Separate accounts19%
Stocks27%
Bonds (excluding stable value)70%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)3%
% Active/Passive93%/7%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers6
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS55

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.