RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
Morgan Stanley Investment Management
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $9,146 |
| Year ending 12/31/2017 | $9,621 |
| Year ending 12/31/2016 | $8,208 |
| Total DCIO funds | 35 |
| TOP DCIO FUND | |
|---|---|
| Fund name | MSIF Growth Portfolio |
| Fund assets ($MM) | $1,626 |
| Portfolio manager | D. Lynch |
| Start date | 1998 |
| Number of TDF series | 0 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 64% |
| Collective investment trusts | 18%* |
| Separate accounts | 18% |
| Stocks | 97% |
| Bonds (excluding stable value) | 2% |
| Stable value/Money market | 1% |
| Asset allocation (target-date, target-risk, balanced) | 0% |
| % Active/Passive | 100%/0% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 14 |
| Salespeople focused on institutional | 9 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 34 |
|---|
| *The assets are commingled pools, not daily valued CITs. Included in the "Separate" account information are sub-advised separate accounts dedicated to retirement assets. |