RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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TIAA-CREF

TOTAL DCIO ASSETS ($MM)
Q1 2014$390,615
Year ending 12/31/2013$388,010
Year ending 12/31/2012$345,156
TOP DCIO FUND
Fund nameMid Cap Value Fund
Fund assets ($MM)$3,058
Portfolio managerTom Kolefas, Richard Cutler
Start date2004, 2002
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds9%
Collectives90%
Separate accounts1%
Stocks50%
Bonds (excluding stable value)6%
Stable value37%
Money market3%
Asset allocation*4%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers
Salespeople focused on institutional
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS29
*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.