RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
Wellington Management Company
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $28,597 |
| Year ending 12/31/2020 | $25,262 |
| Total DCIO funds | 30 |
| Number of TDF series | 0 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Not Reported |
| Fund assets | Not Reported |
| Portfolio manager | Not Reported |
| First Year Managing Fund | Not Reported |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 0% |
| Collective investment trusts | 53% |
| Separate accounts | 47% |
| Equity | 64% |
| Hybrid/Multi-Asset | 5% |
| Stable value/Money market | 11% |
| Fixed-Income | 20% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 2 |
| Salespeople focused on institutional | 5 |
| Compliance support | No |
| Plan benchmarking | No |
| Lead generation | No |
| Target-date evaluation tools | No |
| # RECORDKEEPING PARTNERS | 26 |