Providers

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Macquarie Asset Management

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$10,468
Year ending 12/31/2019 NR
Total DCIO funds42
Number of TDF seriesNR
LARGEST STANDALONE DCIO FUND
Fund nameDelaware Value Fund
DCIO Fund assets ($MM)$2,486
Portfolio managerNikhil G. Lalvani, CFA, Robert A. Vogel Jr., CFA, Kristen E. Bartholdson, Erin Ksenak
First Year Managing Fund2006, 2004, 2008, 2020
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds84%
Collective investment trusts16%
Separate accounts0%
Equity89%
Hybrid/Multi-Asset1%
Stable value/Money market0%
Fixed-Income10%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers6
Salespeople focused on institutional5
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.