Providers

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Artisan Partners Limited Partnership

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$17,793
Year ending 12/31/2019$14,273
Total DCIO funds16
Number of TDF seriesNR
LARGEST STANDALONE DCIO FUND
Fund nameArtisan Mid Cap Fund
DCIO Fund assets ($MM)$3,975
Portfolio managerMatthew Kamm
First Year Managing Fund2003
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds46%
Collective investment trusts7%
Separate accounts47%
Equity98%
Hybrid/Multi-Asset0%
Stable value/Money market0%
Fixed-Income2%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers7
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS29
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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.