RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
The Vanguard Group Inc. (Vanguard)
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $1,089,300 |
| Year ending 12/31/2019 | $927,900 |
| Total DCIO funds | 110 |
| Number of TDF series | 7 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Institutional Index Fund All Classes |
| DCIO Fund assets ($MM) | $87,184 |
| Portfolio manager | Donald M. Butler and Michelle Louie |
| First Year Managing Fund | 2000 and 2017 respectively |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 56% |
| Collective investment trusts | 29% |
| Separate accounts | 15% |
| Equity | 27% |
| Hybrid/Multi-Asset | 21% |
| Stable value/Money market | 4% |
| Fixed-Income | 5% |
| % Active Management | 25% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 104 |
| Salespeople focused on institutional | 105 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | NR |
|---|