RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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BNY Mellon Retirement

TOTAL DCIO ASSETS ($MM)
Q1 2014$43,790
Year ending 12/31/2013$45,300
Year ending 12/31/2012$40,970
TOP DCIO FUND
Fund nameBond Market Index
Fund assets ($MM)$2,870
Portfolio managerNancy Rogers
Start date2010
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds38%
Collectives20%
Separate accounts42%
Stocks67%
Bonds (excluding stable value)10%
Stable value15%
Money market5%
Asset allocation*3%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers5
Salespeople focused on institutional6
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS58
*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.