RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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AMG Funds+

TOTAL DCIO ASSETS ($MM)
Q1 2014$4,776
Year ending 12/31/2013$4,094
Year ending 12/31/2012$3,699
TOP DCIO FUND
Fund nameAMG Yacktman Fund
Fund assets ($MM)$952
Portfolio managerDonald Yacktman
Start date1992
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collectives0%
Separate accounts0%
Stocks94%
Bonds (excluding stable value)6%
Stable value0%
Money market0%
Asset allocation*0%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers1
Salespeople focused on institutional1
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS75
*Target-date, target-risk, balanced.+AMG Funds (formerly known as Managers Investment Group).

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.