RESEARCH |
2023
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
Wellington Management Company
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2022 | $24,819 |
| Year ending 12/31/2021 | $28,597 |
| Total DCIO funds | 0 |
| Number of TDF series | 0 |
| LARGEST STANDALONE DCIO FUND ($MM) | |
|---|---|
| Fund name | Growth |
| Fund assets | $5,046 |
| Portfolio manager | Shilling |
| First Year Managing Fund | Not Reported |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 0% |
| Collective investment trusts | 59% |
| Separate accounts | 41% |
| Equity | 64% |
| Hybrid/Multi-Asset | 8% |
| Stable value/Money market | 5% |
| Fixed-Income | 23% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on retail financial advisers | 0 |
| Salespeople focused on DC specialist financial advisers | 0 |
| Salespeople focused on institutional | 25 |
| 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 | No |
| Training for DC plan sales/service | No |
| # RECORDKEEPING PARTNERS | 25 |