RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
Cohen & Steers
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $17,654 |
| Year ending 12/31/2020 | $13,352 |
| Total DCIO funds | 11 |
| Number of TDF series | 0 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Cohen & Steers Real Estate Securities Fund |
| Fund assets | $2,084 |
| Portfolio manager | Jason Yablon |
| First Year Managing Fund | 2013 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 34% |
| Collective investment trusts | 11% |
| Separate accounts | 55% |
| Equity | 93% |
| Hybrid/Multi-Asset | 7% |
| Stable value/Money market | 0% |
| Fixed-Income | 0% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 5 |
| Salespeople focused on institutional | 8 |
| Compliance support | No |
| Plan benchmarking | No |
| Lead generation | No |
| Target-date evaluation tools | No |
| # RECORDKEEPING PARTNERS | 30 |