RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
J.P. Morgan Asset Management
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $277,609 |
| Year ending 12/31/2020 | $261,364 |
| Total DCIO funds | 88 |
| Number of TDF series | 2 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | JPM Large Cap Growth Fund |
| Fund assets | $20,039 |
| Portfolio manager | Not Reported |
| First Year Managing Fund | Not Reported |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 45% |
| Collective investment trusts | 30% |
| Separate accounts | 25% |
| Equity | 32% |
| Hybrid/Multi-Asset | 56% |
| Stable value/Money market | 4% |
| Fixed-Income | 6% |
| % Active Management | 79% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 20 |
| Salespeople focused on institutional | 6 |
| Compliance support | Yes |
| Plan benchmarking | Yes |
| Lead generation | No |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 42 |