RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
Putnam Investments
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $31,007 |
| Year ending 12/31/2019 | $25,807 |
| Total DCIO funds | 41 |
| Number of TDF series | 2 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Putnam Stable Value Fund |
| DCIO Fund assets ($MM) | $11,580 |
| Portfolio manager | Steven Horner/D. William Kohli |
| First Year Managing Fund | 2003/2003 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 30% |
| Collective investment trusts | 65% |
| Separate accounts | 5% |
| Equity | 24% |
| Hybrid/Multi-Asset | 32% |
| Stable value/Money market | 40% |
| Fixed-Income | 4% |
| % Active Management | 99% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 11 |
| Salespeople focused on institutional | 3 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 150 |
|---|