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.

Janus Henderson Investors

TOTAL DCIO ASSETS (US only) ($MM)
Q1 2020$29,233
Year ending 12/31/2019$36,897
Year ending 12/31/2018$28,439
Total DCIO funds63
Number of TDF series0
LARGEST STANDALONE DCIO FUND
Fund nameJanus Henderson Enterprise Fund
DCIO Fund assets ($MM)$6,908
Portfolio managerB. Demain, C. Wheaton
First Year Managing Fund2007, 2016
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds75%
Collective investment trusts20%
Separate accounts5%
Equity70%
Hybrid/Multi-Asset24%
Stable value/Money market7%
Fixed-Income6%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional0
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS250