RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
Russell Investments
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $37,199 |
| Year ending 12/31/2017 | $36,919 |
| Year ending 12/31/2016 | $34,129 |
| Total DCIO funds | 63 |
| TOP DCIO FUND | |
|---|---|
| Fund name | LifePoints® Institutional Target Date Strategy Funds |
| Fund assets ($MM) | $2,000 |
| Portfolio manager | B. Meath, R. Balkema |
| Start date | 2014, 2016 |
| Number of TDF series | 1 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 5% |
| Collective investment trusts | 95% |
| Separate accounts | 0% |
| Stocks | 43% |
| Bonds (excluding stable value) | 40% |
| Stable value/Money market | 1% |
| Asset allocation (target-date, target-risk, balanced) | 16% |
| % Active/Passive | 77%/23% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 10 |
| Salespeople focused on institutional | 15 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 28 |
|---|