RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
Putnam Investments
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $15,900 |
| Year ending 12/31/2015 | $15,400 |
| Year ending 12/31/2014 | $15,700 |
| Total DCIO funds | 66 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Putnam Stable Value Fund |
| Fund assets ($MM) | $5,700 |
| Portfolio manager | S. Horner |
| Start date | 1997 |
| Number of TDF series | 2 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 45% |
| Collectives | 55% |
| Separate accounts | 0% |
| Stocks | 32% |
| Bonds (excluding stable value) | 12% |
| Stable value/Money market | 38% |
| Asset allocation (target-date, target-risk, balanced) | 18% |
| % Active/Passive | 100/0 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 5 |
| Salespeople focused on institutional | 2 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS |
|---|
| NA = Not availabe |