RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
TIAA Global Asset Management - Nuveen
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $450,950 |
| Year ending 12/31/2015 | $449,260 |
| Year ending 12/31/2014 | $429,512 |
| Total DCIO funds | 105 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Nuveen Real Estate Securities |
| Fund assets ($MM) | $4,877 |
| Portfolio manager | J. Rosenberg, S. Sedlak |
| Start date | 2005 |
| Number of TDF series | 2 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 96% |
| Collectives | 4% |
| Separate accounts | 0% |
| Stocks | 50% |
| Bonds (excluding stable value) | 6% |
| Stable value/Money market | 39% |
| Asset allocation (target-date, target-risk, balanced) | 5% |
| % Active/Passive | 74/26 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 14 |
| Salespeople focused on institutional | 3 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 79 |
|---|
| NA = Not availabe |