RESEARCH |
2023
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
State Street Global Advisors
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2022 | $579,774 |
| Year ending 12/31/2021 | $638,448 |
| Total DCIO funds | 0 |
| Number of TDF series | 2 |
| LARGEST STANDALONE DCIO FUND ($MM) | |
|---|---|
| Fund name | S&P 500® Index Strategy |
| Fund assets | $154,084 |
| Portfolio manager | Team Managed |
| First Year Managing Fund | Not Reported |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 5% |
| Collective investment trusts | 63% |
| Separate accounts | 32% |
| Equity | 52% |
| Hybrid/Multi-Asset | 27% |
| Stable value/Money market | 1% |
| Fixed-Income | 8% |
| % Active Management | 1% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on retail financial advisers | 0 |
| Salespeople focused on DC specialist financial advisers | 6 |
| Salespeople focused on institutional | 16 |
| Compliance support | No |
| 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 | 35 |