RESEARCH |
2023
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
BlackRock
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2022 | $1,164,308 |
| Year ending 12/31/2021 | $1,390,708 |
| Total DCIO funds | 128 |
| Number of TDF series | 3 |
| LARGEST STANDALONE DCIO FUND ($MM) | |
|---|---|
| Fund name | Equity Index |
| Fund assets | $369,536 |
| Portfolio manager | Team Management |
| First Year Managing Fund | Not Reported |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 9% |
| Collective investment trusts | 43% |
| Separate accounts | 47% |
| Equity | 59% |
| Hybrid/Multi-Asset | 30% |
| Stable value/Money market | 1% |
| Fixed-Income | 9% |
| % Active Management | 7% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on retail financial advisers | 165 |
| Salespeople focused on DC specialist financial advisers | 19 |
| Salespeople focused on institutional | 18 |
| Compliance support | Yes |
| Access to ERISA Counsel | No |
| 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 | 61 |