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2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Russell Investments

TOTAL DCIO ASSETS ($MM)
Q1 2018$37,199
Year ending 12/31/2017$36,919
Year ending 12/31/2016$34,129
Total DCIO funds63
TOP DCIO FUND
Fund nameLifePoints® Institutional Target Date Strategy Funds
Fund assets ($MM)$2,000
Portfolio manager B. Meath, R. Balkema
Start date2014, 2016
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds5%
Collective investment trusts95%
Separate accounts0%
Stocks43%
Bonds (excluding stable value)40%
Stable value/Money market1%
Asset allocation (target-date, target-risk, balanced)16%
% Active/Passive77%/23%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers10
Salespeople focused on institutional15
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS28

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.