RESEARCH |
2013
DCIO Survey
When it comes to DCIO providers, investment performance is not the only aspect to consider
Reported by PLANADVISER
Providers
J.P. Morgan
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2013 | $209,943 |
| Year ending 12/31/2012 | $193,261 |
| Year ending 12/31/2011 | $155,606 |
| Year ending 12/31/2010 | $138,432 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Smart-Retirement Funds |
| Fund assets ($MM) | $22,493 |
| Portfolio manager | A. Lester, J. Geller, P. Jacobson, D. Oldroyd** |
| Start date | 2006 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 42% |
| Collectives | 38% |
| Separate accounts | 20% |
| Stocks | 36% |
| Bonds (excluding stable value) | 14% |
| Stable value | 12% |
| Money market | 7% |
| Asset allocation* | 31% |
| % Active/Passive | |
| ADVISER SERVICES | |
|---|---|
| Compliance support | |
| Access to ERISA counsel | |
| Conferences for advisers | |
| Plan benchmarking | |
| Lead generation for 401(k) | |
| Investment committee meetings | |
| # OF RK SELLING AGREEMENTS | 40 |
|---|
| *Target date, target risk, balanced |
| **Also M. Schoenhaut |