RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
Columbia Threadneedle Investments
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $40,050 |
| Year ending 12/31/2020 | $28,220 |
| Total DCIO funds | 110 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Dividend Income |
| Fund assets | $9,253 |
| Portfolio manager | Scott Davis |
| First Year Managing Fund | 2002 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 65% |
| Collective investment trusts | 8% |
| Separate accounts | 1% |
| Equity | 84% |
| Hybrid/Multi-Asset | 4% |
| Stable value/Money market | 4% |
| Fixed-Income | 8% |
| % Active Management | 89% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 8 |
| Salespeople focused on institutional | 3 |
| Compliance support | Yes |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | Not Reported |