RESEARCH |
2019
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Valeria Petrone
Methodology
The 2019 PLANADVISER DCIO Survey was conducted this April and May via an online questionnaire. Approximately 85 investment firms known or thought to market to defined contribution (DC) plans received the questionnaire; the 38 organizations listed in the pages that follow were those that agreed to complete the survey in its entirety. This information is for reference only and is not comprehensive of the entire DCIO industry, as some major providers chose not to participate. For more information on data available for purchase, or to take part in a future survey, please email surveys@strategic-i.com.
List of Providers
- AllianceBernstein
- American Beacon Advisors, Inc.
- American Century Investments
- Artisan Partners
- BlackRock, Inc.
- BNY Mellon Investment Management
- Capital Group/American Funds
- Charles Schwab Investment Management, Inc.
- Cohen & Steers
- Dimensional Fund Advisors
- Dodge & Cox
- DoubleLine
- Federated
- Fidelity Investments
- Franklin Templeton
- Goldman Sachs Asset Management
- Invesco
- Ivy Investments
- John Hancock Investment Management
- J.P. Morgan Asset Management
- Legg Mason
- Loomis, Sayles & Co., L.P.
- Lord Abbettt & Co.
- MassMutual Funds
- MFS Investment Management
- Morgan Stanley Investment Management
- New York Life Investments
- Nuveen
- PGIM Investments
- PIMCO
- Principal Global Investors
- Putnam Investments
- Russell Investments
- State Street Global Advisors
- T. Rowe Price
- Vanguard
- Wellington Management Company LLP
- Wells Fargo Asset Management