2021
PLANADVISER DCIO Survey

Providers

Providers

Goldman Sachs

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$91,732
Year ending 12/31/2019$86,326
Total DCIO funds95
Number of TDF series1
LARGEST STANDALONE DCIO FUND
Fund nameNR
DCIO Fund assets ($MM)NR
Portfolio managerNR
First Year Managing FundNR
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds15%
Collective investment trusts14%
Separate accounts71%
Equity13%
Hybrid/Multi-Asset0%
Stable value/Money market67%
Fixed-Income5%
% Active Management97%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers6
Salespeople focused on institutional10
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS60