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Neuberger Berman

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$17,301
Year ending 12/31/2019$15,076
Total DCIO funds27
Number of TDF seriesNR
LARGEST STANDALONE DCIO FUND
Fund nameGenesis
DCIO Fund assets ($MM)$6,892
Portfolio managerJudy Vale, Bob D'Alelio, Brett Reiner, Greg Spiegel
First Year Managing Fund1994, 1997, 2019, 2019
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds59%
Collective investment trusts3%
Separate accounts38%
Equity62%
Hybrid/Multi-Asset0%
Stable value/Money market0%
Fixed-Income34%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers5
Salespeople focused on institutional9
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS*
*While NB has contracted with a number of recordkeeping platforms, they do not disclose either the number or names of the platforms publicly.
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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.