RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
BlackRock
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $1,205,863 |
| Year ending 12/31/2019 | $1,042,437 |
| Total DCIO funds | 196 |
| Number of TDF series | 3 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Equity Index |
| DCIO Fund assets ($MM) | $370,429 |
| Portfolio manager | Team Management |
| First Year Managing Fund | NR |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 8% |
| Collective investment trusts | 41% |
| Separate accounts | 51% |
| Equity | 60% |
| Hybrid/Multi-Asset | 27% |
| Stable value/Money market | 2% |
| Fixed-Income | 11% |
| % Active Management | 7% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 18 |
| Salespeople focused on institutional | 14 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 61 |
|---|