Providers

To access this premium content, please sign up for a free account!

Charles Schwab Investment Management, Inc.

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$55,000
Year ending 12/31/2019$49,000
Total DCIO funds54
Number of TDF series4
LARGEST STANDALONE DCIO FUND
Fund nameSchwab S&P 500 Index Fund
DCIO Fund assets ($MM)$11,280
Portfolio managerChristopher Bliss, Ferian Juwono, Sabya Sinha, Jeremy Brown
First Year Managing Fund2017, 2013, 2017, 2019
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds43%
Collective investment trusts36%
Separate accounts0%
Equity46%
Hybrid/Multi-Asset41%
Stable value/Money market8%
Fixed-Income5%
% Active Management10%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers14
Salespeople focused on institutional14
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS34
1 3 4 5

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.