RESEARCH |
2023
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
PGIM
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2022 | $155,818 |
| Year ending 12/31/2021 | $173,936 |
| Total DCIO funds | 82 |
| Number of TDF series | 4 |
| LARGEST STANDALONE DCIO FUND ($MM) | |
|---|---|
| Fund name | Jennison Large Growth Strategy |
| Fund assets | $23,928 |
| Portfolio manager | Blair Boyer, Michael Del Balso, Natasha Kuhlkin, Kathleen McCarragher |
| First Year Managing Fund | 2019, 2000, 2019, 1999 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 39% |
| Collective investment trusts | 25% |
| Separate accounts | 36% |
| Equity | 37% |
| Hybrid/Multi-Asset | 1% |
| Stable value/Money market | 20% |
| Fixed-Income | 42% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on retail financial advisers | Not Reported |
| Salespeople focused on DC specialist financial advisers | 5 |
| Salespeople focused on institutional | 2 |
| Compliance support | No |
| Access to ERISA Counsel | No |
| Conferences for advisers | No |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Investment committee meetings | No |
| Target-date evaluation tools | Yes |
| Training for DC plan sales/service | Yes |
| # RECORDKEEPING PARTNERS | 55 |