RESEARCH

PLANADVISER’s 2014 DCIO Survey

Providers

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Columbia Management

TOTAL DCIO ASSETS ($MM)
Q1 2014$30,469
Year ending 12/31/2013$31,252
Year ending 12/31/2012$28,266
TOP DCIO FUND
Fund nameColumbia Acorn Fund
Fund assets ($MM)$7,446
Portfolio managerRobert Mohn
Start date2003
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds88%
Collectives7%
Separate accounts5%
Stocks87%
Bonds (excluding stable value)4%
Stable value7%
Money market0%
Asset allocation*2%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers13
Salespeople focused on institutional5
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS50
*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.