Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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State Street Global Advisors

TOTAL DCIO ASSETS ($MM)
Q1 2018$356,953
Year ending 12/31/2017$363,380
Year ending 12/31/2016$296,494
Total DCIO funds70
TOP DCIO FUND
Fund nameS&P 500
Fund assets ($MM)$88,969
Portfolio managerTeam managed
Start date2005
Number of TDF series3
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds3%
Collective investment trusts67%
Separate accounts30%
Stocks69%
Bonds (excluding stable value)9%
Stable value/Money market1%
Asset allocation (target-date, target-risk, balanced)21%
% Active/Passive1%/99%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers8
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS32

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.