RESEARCH |
2023
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
John Hancock Investment Management
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2022 | $24,956 |
| Year ending 12/31/2021 | $23,357 |
| Total DCIO funds | 62 |
| Number of TDF series | 4 |
| LARGEST STANDALONE DCIO FUND ($MM) | |
|---|---|
| Fund name | John Hancock Disciplined Value Mid Cap Fund |
| Fund assets | $4,600 |
| Portfolio manager | Not Reported |
| First Year Managing Fund | Not Reported |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 97% |
| Collective investment trusts | 3% |
| Separate accounts | 0% |
| Equity | 49% |
| Hybrid/Multi-Asset | 0% |
| Stable value/Money market | 2% |
| Fixed-Income | 23% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on retail financial advisers | 60 |
| Salespeople focused on DC specialist financial advisers | 6 |
| Salespeople focused on institutional | 6 |
| Compliance support | No |
| Access to ERISA Counsel | No |
| Conferences for advisers | No |
| Plan benchmarking | No |
| Lead generation | No |
| Investment committee meetings | Yes |
| Target-date evaluation tools | Yes |
| Training for DC plan sales/service | No |
| # RECORDKEEPING PARTNERS | 50 |