RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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Natixis Global Asset Management

TOTAL DCIO ASSETS ($MM)
Q1 2014$30,117
Year ending 12/31/2013$28,644
Year ending 12/31/2012$23,265
TOP DCIO FUND
Fund nameOakmark Equity & Income
Fund assets ($MM)$9,417
Portfolio managerC. McGregor, M. Hudson, M. Logan^^
Start date1995
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds95%
Collectives5%
Separate accounts0%
Stocks33%
Bonds (excluding stable value)20%
Stable value0%
Money market0%
Asset allocation*46%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers7
Salespeople focused on institutional
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
^^Also E. Wojciechowski.

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.