RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
AllianceBernstein (AB)
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $71,069 |
| Year ending 12/31/2019 | $60,690 |
| Total DCIO funds | 45 |
| Number of TDF series | 3 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | AB LARGE CAP GROWTH |
| DCIO Fund assets ($MM) | $4,415 |
| Portfolio manager | Frank Caruso, John Fogarty, Vinay Thapar |
| First Year Managing Fund | Frank 2/16/2012, John 2/16/2012, Vinay 4/11/2018 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 18% |
| Collective investment trusts | 3% |
| Separate accounts | 79% |
| Equity | 21% |
| Hybrid/Multi-Asset | 72% |
| Stable value/Money market | 0% |
| Fixed-Income | 7% |
| % Active Management | 82% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 4 |
| Salespeople focused on institutional | 3 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 101 |
|---|