Providers
Goldman Sachs Asset Management
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $66,323 |
Year ending 12/31/2013 | $57,628 |
Year ending 12/31/2012 | $53,853 |
TOP DCIO FUND | |
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Fund name | GS Mid Cap Value Fund |
Fund assets ($MM) | $6,804 |
Portfolio manager | Dolores Bamford |
Start date | 1997 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 28% |
Collectives | 13% |
Separate accounts | 59% |
Stocks | 29% |
Bonds (excluding stable value) | 8% |
Stable value | 61% |
Money market | 2% |
Asset allocation* | 0% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 11 |
Salespeople focused on institutional | 10 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 60 |
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*Target-date, target-risk, balanced. |