RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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

BlackRock

TOTAL DCIO ASSETS ($MM)
Q1 2014$545,232
Year ending 12/31/2013$526,507
Year ending 12/31/2012$405,413
TOP DCIO FUND
Fund nameLifePath Target Date Fund
Fund assets ($MM)$109,463
Portfolio managerL. Gambon, A. Mason, A. Whitelaw
Start date2007, 2009, 2010
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds11%
Collectives44%
Separate accounts45%
Stocks64%
Bonds (excluding stable value)14%
Stable value0%
Money market0%
Asset allocation*22%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers18
Salespeople focused on institutional17
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS60
*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.