RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
Invesco
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $101,139 |
| Year ending 12/31/2015 | $100,648 |
| Year ending 12/31/2014 | $97,665 |
| Total DCIO funds | 95 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Invesco Stable Value Trust |
| Fund assets ($MM) | $4,688 |
| Portfolio manager | J. Gilmore |
| Start date | 2000 |
| Number of TDF series | 1 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 36% |
| Collectives | 20% |
| Separate accounts | 44% |
| Stocks | 38% |
| Bonds (excluding stable value) | 1% |
| Stable value/Money market | 53% |
| Asset allocation (target-date, target-risk, balanced) | 7% |
| % Active/Passive | 99/1 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 11 |
| Salespeople focused on institutional | 19 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 75 |
|---|
| NA = Not availabe |