Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Putnam

TOTAL DCIO ASSETS ($MM)
Q1 2018$19,795
Year ending 12/31/2017$19,465
Year ending 12/31/2016$17,543
Total DCIO funds81
TOP DCIO FUND
Fund namePutnam Stable Value Fund
Fund assets ($MM)$6,397
Portfolio managerS.A. Horner, D.W. Kohli
Start date2002, 2004
Number of TDF series2
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds41%
Collective investment trusts52%
Separate accounts7%
Stocks27%
Bonds (excluding stable value)6%
Stable value/Money market35%
Asset allocation (target-date, target-risk, balanced)32%
% Active/Passive98%/2%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers11
Salespeople focused on institutional10
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS50

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.