RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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Goldman Sachs Asset Management

TOTAL DCIO ASSETS ($MM)
Q1 2014$66,323
Year ending 12/31/2013$57,628
Year ending 12/31/2012$53,853
TOP DCIO FUND
Fund nameGS Mid Cap Value Fund
Fund assets ($MM)$6,804
Portfolio managerDolores Bamford
Start date1997
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds28%
Collectives13%
Separate accounts59%
Stocks29%
Bonds (excluding stable value)8%
Stable value61%
Money market2%
Asset allocation*0%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers11
Salespeople focused on institutional10
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS60
*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.