RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
AB
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $63,908 |
| Year ending 12/31/2017 | $61,459 |
| Year ending 12/31/2016 | $48,880 |
| Total DCIO funds | 42 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Target-Date Strategies |
| Fund assets ($MM) | $47,208 |
| Portfolio manager | Multi-asset portfolio team |
| Start date | Since inception |
| Number of TDF series | 4 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 16% |
| Collective investment trusts | 2% |
| Separate accounts | 82% |
| Stocks | 17% |
| Bonds (excluding stable value) | 11% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 72% |
| % Active/Passive | 100%/0% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 4 |
| Salespeople focused on institutional | 2 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 116 |
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