RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
Virtus Investment Partners
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $7,500 |
| Year ending 12/31/2019 | $7,380 |
| Total DCIO funds | 76 |
| Number of TDF series | NR |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | NR |
| DCIO Fund assets ($MM) | NR |
| Portfolio manager | NR |
| First Year Managing Fund | NR |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 85% |
| Collective investment trusts | 10% |
| Separate accounts | 0% |
| Equity | 88% |
| Hybrid/Multi-Asset | 0% |
| Stable value/Money market | 0% |
| Fixed-Income | 12% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 4 |
| Salespeople focused on institutional | 5 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 60 |
|---|