RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
Morgan Stanley Investment Management
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $9,197 |
| Year ending 12/31/2015 | $10,316 |
| Year ending 12/31/2014 | $14,025 |
| Total DCIO funds | 41 |
| TOP DCIO FUND | |
|---|---|
| Fund name | MSIFT Mid Cap Growth Portfolio |
| Fund assets ($MM) | $1,451 |
| Portfolio manager | D. Lynch |
| Start date | 2002 |
| Number of TDF series | 0 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 70% |
| Collectives | 14%2 |
| Separate accounts | 17% |
| Stocks | 96% |
| Bonds (excluding stable value) | 1% |
| Stable value/Money market | 2% |
| Asset allocation (target-date, target-risk, balanced) | 0% |
| % Active/Passive | 100/0 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 15 |
| Salespeople focused on institutional | 2 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 30 |
|---|
| NA = Not availabe |
| 2Morgan Stanley has $1.2B as of Q1 2016 in pooled/group trusts (not collectives). |