Providers
Northern Trust Asset Management
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $217,034 |
Year ending 12/31/2019 | $193,537 |
Total DCIO funds | 58 |
Number of TDF series | 1 |
LARGEST STANDALONE DCIO FUND | |
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Fund name | S&P 500 Index Fund - DC Non Lending |
DCIO Fund assets ($MM) | $51,475 |
Portfolio manager | Team Managed |
First Year Managing Fund | 2002 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 2% |
Collective investment trusts | 96% |
Separate accounts | 2% |
Equity | 77% |
Hybrid/Multi-Asset | 3% |
Stable value/Money market | 4% |
Fixed-Income | 15% |
% Active Management | 6% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 8 |
Salespeople focused on institutional | 23 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 34 |
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