RESEARCH |
2024
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
Columbia Threadneedle Investments
| Total DCIO Assets (US only) ($MM) | |
|---|---|
| Year ending 12/31/2023 | $32,861 |
| Year ending 12/31/2022 | $32,650 |
| Total DCIO funds | 110 |
| Number of TDF series | 0 |
| Largest Stand-Alone DCIO Fund ($MM) | |
|---|---|
| Fund name | Not Reported |
| Fund assets | Not Reported |
| Portfolio manager | Not Reported |
| First year managing fund | Not Reported |
| DCIO Asset Breakdown, by investment vehicle (does not include “other” categories) | |
|---|---|
| Mutual funds | 78% |
| Collective investment trusts | 16% |
| Separate accounts | 6% |
| DCIO Asset Breakdown, by asset type (does not include “other” categories) | |
|---|---|
| Alternatives | 0% |
| Fixed income | 9% |
| Hybrid/Multi-Asset | 4% |
| International/Global equity | 4% |
| Money market | 0% |
| Stable value | 3% |
| U.S. equity | 80% |
| DCIO Asset Breakdown, by style (does not include “other” categories) | |
|---|---|
| Active management | 90% |
| Passive management | 10% |
| Blend management | 0% |
| Adviser Support/Services | |
|---|---|
| Salespeople focused on retail financial advisers | 2 |
| Salespeople focused on DC specialist financial advisers | 4 |
| Salespeople focused on institutional | 4 |
| Compliance support | Yes |
| Access to ERISA counsel | Yes |
| Conferences for advisers | No |
| Plan benchmarking | Yes |
| Lead generation | No |
| Investment committee meetings | No |
| Target-date evaluation tools | No |
| Training for DC plan sales/service | Yes |
| # Recordkeeping Partners | 25 |
| Checkmark = Yes; X = No |