Providers

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Columbia Threadneedle

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$28,220
Year ending 12/31/2019$22,950
Total DCIO fundsNR
Number of TDF seriesNR
LARGEST STANDALONE DCIO FUND
Fund nameCol Dividend Inc
DCIO Fund assets ($MM)$4,882
Portfolio managerScott L. Davis, Michael Barclay
First Year Managing Fund1998
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds75%
Collective investment trusts7%
Separate accounts1%
Equity84%
Hybrid/Multi-Asset5%
Stable value/Money market5%
Fixed-Income6%
% Active Management84%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers11
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERSNR
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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.