Providers
Franklin Templeton
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $39,012 |
Year ending 12/31/2013 | $27,928 |
Year ending 12/31/2012 | $24,476 |
TOP DCIO FUND | |
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Fund name | Templeton Global Bond Fund |
Fund assets ($MM) | $6,024 |
Portfolio manager | Michael Hasenstab |
Start date | 2001 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 93% |
Collectives | 3% |
Separate accounts | 3% |
Stocks | 67% |
Bonds (excluding stable value) | 25% |
Stable value | 0% |
Money market | 0% |
Asset allocation* | 8% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 12 |
Salespeople focused on institutional | 7 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 88 |
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*Target-date, target-risk, balanced. |