RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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Manning & Napier Advisors, LLC

TOTAL DCIO ASSETS ($MM)
Q1 2014$12,674
Year ending 12/31/2013$12,258
Year ending 12/31/2012$10,454
TOP DCIO FUND
Fund nameRetirement Target CIT
Fund assets ($MM)$3,256
Portfolio managerMulti-asset Class Mgmt Team
Start dateAvg 19 yrs mgmt team tenure
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds39%
Collectives40%
Separate accounts21%
Stocks18%
Bonds (excluding stable value)3%
Stable value0%
Money market0%
Asset allocation*79%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers13
Salespeople focused on institutional8
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS64
*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.