Providers

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Nuveen

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$32,025
Year ending 12/31/2019$23,100
Total DCIO funds122
Number of TDF series4
LARGEST STANDALONE DCIO FUND
Fund nameNR
DCIO Fund assets ($MM)NR
Portfolio managerNR
First Year Managing FundNR
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds91%
Collective investment trusts9%
Separate accounts0%
Equity33%
Hybrid/Multi-Asset55%
Stable value/Money market0%
Fixed-Income12%
% Active Management29%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers11
Salespeople focused on institutional2
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS77
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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.