Methodology
The 2020 PLANADVISER DCIO Survey was conducted this May via an online questionnaire. Approximately 85 investment firms known or thought to market to defined contribution (DC) plans received the questionnaire; the 43 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@issmediasolutions.com.
List of Providers
- AllianceBernstein
- American Century
- Amundi Pioneer Asset Management
- Artisan Partners Limited Partnership
- BlackRock Inc.
- Capital Group/American Funds
- Charles Schwab Investment Management, Inc. (CSIM)
- Cohen & Steers
- Columbia Threadneedle Investments
- Dimensional Fund Advisors
- Dodge & Cox
- DoubleLine
- Fidelity Investments
- Franklin Templeton
- Goldman Sachs
- GuideStone Funds
- Hartford Funds
- Invesco
- Janus Henderson Investors
- John Hancock Investment Management
- J.P. Morgan Asset Management
- Legg Mason Global Asset Management
- Loomis, Sayles & Company
- Lord Abbett
- MassMutual Investments
- MFS Investment Management
- Neuberger Berman
- New York Life Investments
- Nuveen
- PGIM
- PIMCO
- Principal Global Investors
- Putnam Investment
- Russell Investments
- Schroders
- Securian Asset Management, Inc.
- State Street Global Advisors
- T. Rowe Price
- The Vanguard Group, Inc. (Vanguard)
- Virtus Investment Partners
- Voya Investment Management
- Wellington Management Company
- Wells Fargo Asset Management