RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
Wellington Management Company
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $25,262 |
| Year ending 12/31/2019 | $22,874 |
| Total DCIO funds | 35 |
| Number of TDF series | NR |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Growth |
| DCIO Fund assets ($MM) | $4,881 |
| Portfolio manager | A. Shilling |
| First Year Managing Fund | 11 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 0% |
| Collective investment trusts | 52% |
| Separate accounts | 48% |
| Equity | 69% |
| Hybrid/Multi-Asset | 4% |
| Stable value/Money market | 7% |
| Fixed-Income | 20% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 5 |
| Salespeople focused on institutional | 5 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 25 |
|---|