RESEARCH |
2013
DCIO Survey
When it comes to DCIO providers, investment performance is not the only aspect to consider
Reported by PLANADVISER
Providers
OppenheimerFunds
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2013 | $38,000 |
| Year ending 12/31/2012 | $36,000 |
| Year ending 12/31/2011 | $31,000 |
| Year ending 12/31/2010 | $35,000 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Developing Markets |
| Fund assets ($MM) | $10,000 |
| Portfolio manager | Justin Leverenz |
| Start date | 2007 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 93.5% |
| Collectives | 0.3% |
| Separate accounts | 6.2% |
| Stocks | 75.1% |
| Bonds (excluding stable value) | 12.8% |
| Stable value | 0.3% |
| Money market | 2.9% |
| Asset allocation* | 8.8% |
| % 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 | 81 |
|---|
| *Target date, target risk, balanced. |