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.

Virtus Investment Partners

TOTAL DCIO ASSETS (US only) ($MM)
Q1 2020$4,058
Year ending 12/31/2019$6,267
Year ending 12/31/2018$5,140
Total DCIO funds55
Number of TDF seriesNR
LARGEST STANDALONE DCIO FUND
Fund nameVirtus Ceredex Mid-Cap Value
DCIO Fund assets ($MM)$1,874
Portfolio managerDon Wordell
First Year Managing Fund2001
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds80%
Collective investment trusts10%
Separate accounts4%
Equity76%
Hybrid/Multi-Asset8%
Stable value/Money market0%
Fixed-Income16%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional2
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS22
NR = Not Reported