RESEARCH |
2023
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
American Century Investments
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2022 | $46,211 |
| Year ending 12/31/2021 | $55,886 |
| Total DCIO funds | 68 |
| Number of TDF series | 4 |
| LARGEST STANDALONE DCIO FUND ($MM) | |
|---|---|
| Fund name | US Mid Cap Value |
| Fund assets | $5,497 |
| Portfolio manager | Team |
| First Year Managing Fund | Not Reported |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 65% |
| Collective investment trusts | 29% |
| Separate accounts | 6% |
| Equity | 52% |
| Hybrid/Multi-Asset | 42% |
| Stable value/Money market | 1% |
| Fixed-Income | 5% |
| % Active Management | 98% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on retail financial advisers | 39 |
| Salespeople focused on DC specialist financial advisers | 12 |
| Salespeople focused on institutional | 4 |
| 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 | Yes |
| # RECORDKEEPING PARTNERS | Not Reported |