RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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Dimensional Fund Advisors

TOTAL DCIO ASSETS ($MM)
Q1 2014$30,100
Year ending 12/31/2013$28,300
Year ending 12/31/2012$20,000
TOP DCIO FUND
Fund nameDFA Emerging Markets Core
Fund assets ($MM)$11,000
Portfolio managerTeam approach
Start dateNot applicable
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collectives0%
Separate accounts0%
Stocks80%
Bonds (excluding stable value)15%
Stable value0%
Money market0%
Asset allocation*5%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers2
Salespeople focused on institutional4
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS45
*Target-date, target-risk, balanced.

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.