RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
Putnam
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $19,795 |
| Year ending 12/31/2017 | $19,465 |
| Year ending 12/31/2016 | $17,543 |
| Total DCIO funds | 81 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Putnam Stable Value Fund |
| Fund assets ($MM) | $6,397 |
| Portfolio manager | S.A. Horner, D.W. Kohli |
| Start date | 2002, 2004 |
| Number of TDF series | 2 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 41% |
| Collective investment trusts | 52% |
| Separate accounts | 7% |
| Stocks | 27% |
| Bonds (excluding stable value) | 6% |
| Stable value/Money market | 35% |
| Asset allocation (target-date, target-risk, balanced) | 32% |
| % Active/Passive | 98%/2% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 11 |
| Salespeople focused on institutional | 10 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 50 |
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