2020
PLANADVISER DCIO Survey

Providers

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.

Invesco

TOTAL DCIO ASSETS (US only) ($MM)
Q1 2020$123,318
Year ending 12/31/2019$139,854
Year ending 12/31/2018$124,592
Total DCIO funds150
Number of TDF series0
LARGEST STANDALONE DCIO FUND
Fund nameInvesco Stable Value
DCIO Fund assets ($MM)$61,356
Portfolio managerTeam managed (Led by Jennifer Gilmore, CFA)
First Year Managing Fund2003
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds46%
Collective investment trusts13%
Separate accounts40%
Equity38%
Hybrid/Multi-Asset5%
Stable value/Money market51%
Fixed-Income3%
% Active Management99%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers10
Salespeople focused on institutional14
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS69