RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
Putnam Investments
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $36,919 |
| Year ending 12/31/2020 | $31,007 |
| Total DCIO funds | 53 |
| Number of TDF series | 3 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Putnam Stable Value |
| Fund assets | $13,811 |
| Portfolio manager | Steven Horner/Andrew Benson/Sriketan Mahanti |
| First Year Managing Fund | 2003, 2021 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 29% |
| Collective investment trusts | 65% |
| Separate accounts | 6% |
| Equity | 30% |
| Hybrid/Multi-Asset | 27% |
| Stable value/Money market | 39% |
| Fixed-Income | 4% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 6 |
| Salespeople focused on institutional | 1 |
| Compliance support | Yes |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 48 |