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Putnam Investments

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$31,007
Year ending 12/31/2019$25,807
Total DCIO funds41
Number of TDF series2
LARGEST STANDALONE DCIO FUND
Fund namePutnam Stable Value Fund
DCIO Fund assets ($MM)$11,580
Portfolio managerSteven Horner/D. William Kohli
First Year Managing Fund2003/2003
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds30%
Collective investment trusts65%
Separate accounts5%
Equity24%
Hybrid/Multi-Asset32%
Stable value/Money market40%
Fixed-Income4%
% Active Management99%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers11
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS150
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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.