RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
Securian Asset Management
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $7,448 |
| Year ending 12/31/2019 | $6,560 |
| Total DCIO funds | 43 |
| Number of TDF series | NR |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Securian AM S&P 500 Index |
| DCIO Fund assets ($MM) | $1,670 |
| Portfolio manager | James Seifert |
| First Year Managing Fund | NR |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 0% |
| Collective investment trusts | 0% |
| Separate accounts | 100% |
| Equity | 87% |
| Hybrid/Multi-Asset | 0% |
| Stable value/Money market | 4% |
| Fixed-Income | 9% |
| % Active Management | 75% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | NR |
| Salespeople focused on institutional | NR |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 1 |
|---|