RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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OppenheimerFunds

TOTAL DCIO ASSETS ($MM)
Q1 2014$44,239
Year ending 12/31/2013$43,971
Year ending 12/31/2012$35,957
TOP DCIO FUND
Fund nameDeveloping Markets
Fund assets ($MM)$10,996
Portfolio managerJustin Leverenz
Start date2007
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds94%
Collectives2%
Separate accounts5%
Stocks78%
Bonds (excluding stable value)11%
Stable value0%
Money market2%
Asset allocation*9%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers18
Salespeople focused on institutional4
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS74
*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.