RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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

American Century

TOTAL DCIO ASSETS ($MM)
Q1 2014$36,582
Year ending 12/31/2013$35,229
Year ending 12/31/2012$29,059
TOP DCIO FUND
Fund nameOne Choice Target Date Portfolios
Fund assets ($MM)$8,514
Portfolio managerS. Wittman, R. Weiss, S. Wilson^
Start date2009, 2010, 1992, 2013
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds81%
Collectives4%
Separate accounts15%
Stocks61%
Bonds (excluding stable value)6%
Stable value0%
Money market1%
Asset allocation*32%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers14
Salespeople focused on institutional7
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS200
*Target-date, target-risk, balanced.^Also R. Gabudean.

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.