RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
Wells Fargo Asset Management
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $129,496 |
| Year ending 12/31/2019 | $121,415 |
| Total DCIO funds | 106 |
| Number of TDF series | 3 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Stable Value Fund |
| DCIO Fund assets ($MM) | $28,107 |
| Portfolio manager | Team Managed |
| First Year Managing Fund | NR |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 17% |
| Collective investment trusts | 33% |
| Separate accounts | 50% |
| Equity | 16% |
| Hybrid/Multi-Asset | 9% |
| Stable value/Money market | 62% |
| Fixed-Income | 13% |
| % Active Management | 91% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 9 |
| Salespeople focused on institutional | not dedicated |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 45 |
|---|