RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
BlackRock
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $889,411 |
| Year ending 12/31/2017 | $883,393 |
| Year ending 12/31/2016 | $714,563 |
| Total DCIO funds | 170+ |
| TOP DCIO FUND | |
|---|---|
| Fund name | LifePath Target Date Fund |
| Fund assets ($MM) | $204,864 |
| Portfolio manager | A. Whitelaw, A. Mason, M. O'Hara |
| Start date | 2010, 2009, 2016 |
| Number of TDF series | 4 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 7% |
| Collective investment trusts | 43% |
| Separate accounts | 50% |
| Stocks | 62% |
| Bonds (excluding stable value) | 11% |
| Stable value/Money market | 2% |
| Asset allocation (target-date, target-risk, balanced) | 25% |
| % Active/Passive | 7%/93% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 19 |
| Salespeople focused on institutional | 11 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 69 |
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