RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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Franklin Templeton

TOTAL DCIO ASSETS ($MM)
Q1 2014$39,012
Year ending 12/31/2013$27,928
Year ending 12/31/2012$24,476
TOP DCIO FUND
Fund nameTempleton Global Bond Fund
Fund assets ($MM)$6,024
Portfolio managerMichael Hasenstab
Start date2001
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds93%
Collectives3%
Separate accounts3%
Stocks67%
Bonds (excluding stable value)25%
Stable value0%
Money market0%
Asset allocation*8%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers12
Salespeople focused on institutional7
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS88
*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.