RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
Macquarie Asset Management
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $10,468 |
| Year ending 12/31/2019 | NR |
| Total DCIO funds | 42 |
| Number of TDF series | NR |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Delaware Value Fund |
| DCIO Fund assets ($MM) | $2,486 |
| Portfolio manager | Nikhil G. Lalvani, CFA, Robert A. Vogel Jr., CFA, Kristen E. Bartholdson, Erin Ksenak |
| First Year Managing Fund | 2006, 2004, 2008, 2020 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 84% |
| Collective investment trusts | 16% |
| Separate accounts | 0% |
| Equity | 89% |
| Hybrid/Multi-Asset | 1% |
| Stable value/Money market | 0% |
| Fixed-Income | 10% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 6 |
| Salespeople focused on institutional | 5 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 50 |
|---|