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.

Columbia Threadneedle Investments

TOTAL DCIO ASSETS (US only) ($MM)
Q1 2020$22,140
Year ending 12/31/2019$22,950
Year ending 12/31/2018$21,400
Total DCIO funds108
Number of TDF series1
LARGEST STANDALONE DCIO FUND
Fund nameColumbia Dividend Income
DCIO Fund assets ($MM)$3,600
Portfolio managerScott Davis
First Year Managing Fund2001
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds75%
Collective investment trusts15%
Separate accounts10%
Equity71%
Hybrid/Multi-Asset7%
Stable value/Money market15%
Fixed-Income7%
% Active Management78%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers8
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERSNR
NR = Not Reported