RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
AllianceBernstein (AB)
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $91,426 |
| Year ending 12/31/2020 | $71,069 |
| Total DCIO funds | 45 |
| Number of TDF series | 3 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | AB Large Cap Growth Fund |
| Fund assets | $6,199 |
| Portfolio manager | Frank Caruso, John Fogarty, Vinay Thapar |
| First Year Managing Fund | 2012 2012 2018 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 19% |
| Collective investment trusts | 5% |
| Separate accounts | 76% |
| Equity | 26% |
| Hybrid/Multi-Asset | 72% |
| Stable value/Money market | 0% |
| Fixed-Income | 2% |
| % Active Management | 29% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 4 |
| Salespeople focused on institutional | 2 |
| Compliance support | No |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 100 |