RESEARCH | June 5, 2014 PLANA DVISER’s 2014 DCIO Survey <div id="summary" title="summary">DCIO providers’ assets and services flourish</div> Reported by PLANADVISER | Art by Christian Northeast Industry Snapshot Navigation StoryIndustry SnapshotTOTAL DCIO ASSETS ($MM)DCIO ASSETS BY VEHICLEDCIO ASSETS BY TYPEDCIO SALES TEAMSPRODUCTS/SERVICES FOR FINANCIAL ADVISERSTop 10 ProvidersDCIO MANAGERS BY ASSETS (AS OF Q1 2014)TOP DCIO FUNDS BY ASSETS LARGEST INCREASE IN DCIO ASSETS (2012 vs. 2013)NUMBER OF RECORDKEEPER SELLING AGREEMENTSLONGEST-TENURED PORTFOLIO MANAGERSLARGEST INCREASE IN DCIO ASSETS (12/31/2013 vs. Q1 2014)ProvidersAllianceBernsteinAllianz Global InvestorsAmerican Beacon AdvisorsAmerican CenturyAMG Funds+BlackRockBNY Mellon RetirementCalvert InvestmentsColumbia ManagementDimensional Fund AdvisorsFederated InvestorsFidelity InvestmentsFranklin TempletonGoldman Sachs Asset ManagementGreat-West FinancialInvescoIvy Funds Distributor, Inc.JanusJohn Hancock InvestmentsJ.P. MorganLegg MasonManning & Napier Advisors, LLCNatixis Global Asset ManagementNorthern TrustNuveen InvestmentsOppenheimerFundsPIMCOPrincipal FundsPrudential InvestmentsRussell InvestmentsStadion Money ManagementState Street Global AdvisorsTIAA-CREFT. Rowe PriceWellington Management Company, LLPWells FargoMethodology Select a year 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 PURCHASE REPRINTWANT MORE INFO? Industry Snapshot TOTAL DCIO ASSETS ($MM) TOTAL DCIO ASSETS ($MM) Q1 2014 $2,637,934 12/2013 $2,559,550 12/2012 $2,144,037 12/2011 $1,438,668