RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
State Street Global Advisors
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $356,953 |
| Year ending 12/31/2017 | $363,380 |
| Year ending 12/31/2016 | $296,494 |
| Total DCIO funds | 70 |
| TOP DCIO FUND | |
|---|---|
| Fund name | S&P 500 |
| Fund assets ($MM) | $88,969 |
| Portfolio manager | Team managed |
| Start date | 2005 |
| Number of TDF series | 3 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 3% |
| Collective investment trusts | 67% |
| Separate accounts | 30% |
| Stocks | 69% |
| Bonds (excluding stable value) | 9% |
| Stable value/Money market | 1% |
| Asset allocation (target-date, target-risk, balanced) | 21% |
| % Active/Passive | 1%/99% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 8 |
| Salespeople focused on institutional | 5 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 32 |
|---|