RESEARCH |
2013
DCIO Survey
When it comes to DCIO providers, investment performance is not the only aspect to consider
Reported by PLANADVISER
Providers
Natixis Global Asset Management
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2013 | $25,500 |
| Year ending 12/31/2012 | |
| Year ending 12/31/2011 | |
| Year ending 12/31/2010 | |
| TOP DCIO FUND | |
|---|---|
| Fund name | Oakmark Equity & Income Fund |
| Fund assets ($MM) | $9,500 |
| Portfolio manager | C. McGregor, C. Hudson, M. Logan** |
| Start date | |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 95% |
| Collectives | 5% |
| Separate accounts | 0% |
| Stocks | 36% |
| Bonds (excluding stable value) | 21% |
| Stable value | 0% |
| Money market | 0% |
| Asset allocation* | 43% |
| % 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 | 60 |
|---|
| *Target date, target risk, balanced |
| **Also E. Wojciechowski |