RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
PIMCO
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $124,759 |
| Year ending 12/31/2019 | $116,713 |
| Total DCIO funds | 133 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | PIMCO Total Return Fund |
| DCIO Fund assets ($MM) | $29,249 |
| Portfolio manager | Scott Mather, Mark Kiesel and Mohit Mittal |
| First Year Managing Fund | Mather and Kiesel (2014), Mittal (2019) |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 57% |
| Collective investment trusts | 5% |
| Separate accounts | 38% |
| Equity | 4% |
| Hybrid/Multi-Asset | 6% |
| Stable value/Money market | 25% |
| Fixed-Income | 65% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 12 |
| Salespeople focused on institutional | 2 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 38 |
|---|