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2018 PLANADVISER DCIO Survey

An overview of the top providers.

Providers

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Cohen & Steers

TOTAL DCIO ASSETS ($MM)
Q1 2018$9,721
Year ending 12/31/2017$10,373
Year ending 12/31/2016$8,897
Total DCIO funds13
TOP DCIO FUND
Fund nameCohen & Steers Institutional Realty Shares
Fund assets ($MM)$898
Portfolio managerT. Bohjalian
Start date2000
Number of TDF series4
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds25%
Collective investment trusts16%
Separate accounts60%
Stocks
Bonds (excluding stable value)
Stable value/Money market
Asset allocation (target-date, target-risk, balanced)
% Active/Passive100%/0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional1
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS30

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.