RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
Northern Trust Asset Management
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $217,034 |
| Year ending 12/31/2019 | $193,537 |
| Total DCIO funds | 58 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | S&P 500 Index Fund - DC Non Lending |
| DCIO Fund assets ($MM) | $51,475 |
| Portfolio manager | Team Managed |
| First Year Managing Fund | 2002 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 2% |
| Collective investment trusts | 96% |
| Separate accounts | 2% |
| Equity | 77% |
| Hybrid/Multi-Asset | 3% |
| Stable value/Money market | 4% |
| Fixed-Income | 15% |
| % Active Management | 6% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 8 |
| Salespeople focused on institutional | 23 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 34 |
|---|