Art by Armando VeveArt by Armando Veve

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Artisan Partners

TOTAL DCIO ASSETS ($MM)
Q1 2018$15,486
Year ending 12/31/2017$16,218
Year ending 12/31/2016$15,236
Total DCIO funds15
TOP DCIO FUND
Fund nameArtisan Mid Cap Fund
Fund assets ($MM)$3,793
Portfolio managerM. Kamm
Start date2003
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds55%
Collective investment trusts7%
Separate accounts38%
Stocks99%
Bonds (excluding stable value)<1%
Stable value/Money market0%
Asset allocation (target-date, target-risk, balanced)0%
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers6
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS29

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.