RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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Russell Investments

TOTAL DCIO ASSETS ($MM)
Q1 2014$13,000
Year ending 12/31/2013$13,400
Year ending 12/31/2012$11,300
TOP DCIO FUND
Fund nameLifePoints Target Date Funds
Fund assets ($MM)$2,600
Portfolio managerJohn Greves, Brian Meath
Start date2010, 2014
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds30%
Collectives70%
Separate accounts0%
Stocks40%
Bonds (excluding stable value)15%
Stable value0%
Money market0%
Asset allocation*45%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers5
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS30
*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.