2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey

• Story
• Industry Snapshot
  • TOTAL DCIO ASSETS ($MM)
  • DCIO ASSETS BY VEHICLE
  • DCIO ASSETS BY TYPE
  • DCIO SALES
  • PRODUCTS/SERVICES FOR FINANCIAL ADVISERS
• Top 10 Providers
  • DCIO MANAGERS BY ASSETS ($MM as of Q1 2016)
  • NUMBER OF RECORDKEEPER SELLING AGREEMENTS
  • LARGEST INCREASE IN DCIO ASSETS (2014 vs. 2015)
  • TOP DCIO FUNDS BY ASSETS ($MM as of Q1 2016)
  • NUMBER OF DCIO FUNDS AVAILABLE ON RECORDKEEPER PLATFORMS
  • LARGEST INCREASE IN DCIO ASSETS (12/31/15 vs. Q1 2016)
• Providers
  • AB
  • Allianz Global Investors
  • American Beacon Advisors, Inc.
  • American Century Investments
  • Artisan Partners
  • BlackRock
  • Capital Group/American Funds
  • Charles Schwab Investment Management, Inc.
  • Dodge & Cox
  • Federated Investors
  • Fidelity Investments
  • Franklin Templeton
  • Goldman Sachs Asset Management

  • Great-West Financial
  • Invesco
  • Ivy Funds
  • Janus
  • John Hancock Investments
  • J.P. Morgan Asset Management
  • Legg Mason
  • Lord Abbett
  • Manning & Napier Advisors, LLC
  • MFS Investment Management
  • Morgan Stanley Investment Management
  • Natixis Global Asset Management
  • OppenheimerFunds

  • PIMCO
  • Principal
  • Prudential Investments
  • Putnam Investments
  • RidgeWorth Investments
  • Russell Investments
  • Stadion Money Management
  • State Street Global Advisors
  • TIAA Global Asset Management - Nuveen
  • T. Rowe Price
  • Wellington Management Company LLP
  • Wells Fargo
• Methodology

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