Providers

To access this premium content, please sign up for a free account!

Lincoln Financial

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$14
Year ending 12/31/2019 NR
Total DCIO funds2
Number of TDF seriesNR
LARGEST STANDALONE DCIO FUND
Fund name NR
DCIO Fund assets ($MM) NR
Portfolio manager NR
First Year Managing Fund NR
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds0%
Collective investment trusts0%
Separate accounts0%
Equity0%
Hybrid/Multi-Asset0%
Stable value/Money market100%
Fixed-Income0%
% Active Management0%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisersNR
Salespeople focused on institutionalNR
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS40
1 3 4 5

ARCHIVE

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.