Providers
Neuberger Berman
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $17,301 |
Year ending 12/31/2019 | $15,076 |
Total DCIO funds | 27 |
Number of TDF series | NR |
LARGEST STANDALONE DCIO FUND | |
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Fund name | Genesis |
DCIO Fund assets ($MM) | $6,892 |
Portfolio manager | Judy Vale, Bob D'Alelio, Brett Reiner, Greg Spiegel |
First Year Managing Fund | 1994, 1997, 2019, 2019 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 59% |
Collective investment trusts | 3% |
Separate accounts | 38% |
Equity | 62% |
Hybrid/Multi-Asset | 0% |
Stable value/Money market | 0% |
Fixed-Income | 34% |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 5 |
Salespeople focused on institutional | 9 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | * |
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*While NB has contracted with a number of recordkeeping platforms, they do not disclose either the number or names of the platforms publicly. |