Providers

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John Hancock Investment Management

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$20,902
Year ending 12/31/2019$13,639
Total DCIO funds50
Number of TDF series4
LARGEST STANDALONE DCIO FUND
Fund nameDisciplined Value Mid Cap
DCIO Fund assets ($MM)$3,880
Portfolio managerBoston Partners
First Year Managing FundJuly, 2010
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds66%
Collective investment trusts18%
Separate accounts0%
EquityNR
Hybrid/Multi-AssetNR
Stable value/Money market16%
Fixed-IncomeNR
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers6
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS50
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DCIO Survey

The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.