Providers

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Virtus Investment Partners

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$7,500
Year ending 12/31/2019$7,380
Total DCIO funds76
Number of TDF seriesNR
LARGEST STANDALONE DCIO FUND
Fund nameNR
DCIO Fund assets ($MM)NR
Portfolio managerNR
First Year Managing FundNR
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds85%
Collective investment trusts10%
Separate accounts0%
Equity88%
Hybrid/Multi-Asset0%
Stable value/Money market0%
Fixed-Income12%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS60
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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.