RESEARCH |
2023
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
J.P. Morgan Asset Management
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2022 | $237,900 |
| Year ending 12/31/2021 | $277,600 |
| Total DCIO funds | Not Reported |
| Number of TDF series | Not Reported |
| LARGEST STANDALONE DCIO FUND ($MM) | |
|---|---|
| Fund name | JPM Large Cap Growth Fund |
| Fund assets | $18,637 |
| Portfolio manager | Not Reported |
| First Year Managing Fund | Not Reported |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 44% |
| Collective investment trusts | 30% |
| Separate accounts | 26% |
| Equity | 34% |
| Hybrid/Multi-Asset | 53% |
| Stable value/Money market | 5% |
| Fixed-Income | 6% |
| % Active Management | 79% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on retail financial advisers | Not Reported |
| Salespeople focused on DC specialist financial advisers | 18 |
| Salespeople focused on institutional | 9 |
| Compliance support | Yes |
| Access to ERISA Counsel | Yes |
| Conferences for advisers | Yes |
| Plan benchmarking | Yes |
| Lead generation | No |
| Investment committee meetings | Yes |
| Target-date evaluation tools | Yes |
| Training for DC plan sales/service | Yes |
| # RECORDKEEPING PARTNERS | 42 |