RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
Franklin Templeton
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $62,544 |
| Year ending 12/31/2019 | $57,796 |
| Total DCIO funds | 149 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Western Asset Core Plus Bond Fund |
| DCIO Fund assets ($MM) | $8,493 |
| Portfolio manager | Western Asset Team |
| First Year Managing Fund | 1971 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 70% |
| Collective investment trusts | 19% |
| Separate accounts | 10% |
| Equity | 51% |
| Hybrid/Multi-Asset | 7% |
| Stable value/Money market | 0.3% |
| Fixed-Income | 41% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 16 |
| Salespeople focused on institutional | 2 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 30 |
|---|