RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

To access this premium content, please sign up for a free account!

State Street Global Advisors

TOTAL DCIO ASSETS ($MM)
Q1 2014$253,351
Year ending 12/31/2013$245,130
Year ending 12/31/2012$180,596
TOP DCIO FUND
Fund nameS&P 500
Fund assets ($MM)$63,109
Portfolio managerJohn Tucker
Start date1994
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds0%
Collectives62%
Separate accounts38%
Stocks74%
Bonds (excluding stable value)9%
Stable value0%
Money market1%
Asset allocation*16%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers0
Salespeople focused on institutional4
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.