Providers

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Cohen & Steers

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$13,352
Year ending 12/31/2019$12,700
Total DCIO funds11
Number of TDF seriesNR
LARGEST STANDALONE DCIO FUND
Fund nameCohen & Steers Real Estate Securities Fund
DCIO Fund assets ($MM)$1,321
Portfolio managerJason Yablon and Mathew Kirschner
First Year Managing Fund2012
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds29%
Collective investment trusts16%
Separate accounts56%
Equity79%
Hybrid/Multi-Asset18%
Stable value/Money market0%
Fixed-Income2%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers4
Salespeople focused on institutional4
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS29
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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.