RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
Invesco
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $96,212 |
| Year ending 12/31/2017 | $98,704 |
| Year ending 12/31/2016 | $99,601 |
| Total DCIO funds | 95 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Invesco Diversified Dividend |
| Fund assets ($MM) | $9,956 |
| Portfolio manager | M. Walsh |
| Start date | 2002 |
| Number of TDF series | 1 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 39% |
| Collective investment trusts | 14% |
| Separate accounts | 44% |
| Stocks | 40% |
| Bonds (excluding stable value) | 2% |
| Stable value/Money market | 51% |
| Asset allocation (target-date, target-risk, balanced) | 6% |
| % Active/Passive | 99%/1% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 9 |
| Salespeople focused on institutional | 25 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 75 |
|---|