RESEARCH |
2024
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
DoubleLine
| Total DCIO Assets (US only) ($MM) | |
|---|---|
| Year ending 12/31/2023 | $2,322 |
| Year ending 12/31/2022 | $2,410 |
| Total DCIO funds | 27 |
| Number of TDF series | 0 |
| Largest Stand-Alone DCIO Fund ($MM) | |
|---|---|
| Fund name | DoubleLine Total Return Bond |
| Fund assets | $1,458 |
| Portfolio manager | Jeffrey Gundlach, Andrew Hsu, Ken Shinoda |
| First year managing fund | 2010 |
| DCIO Asset Breakdown, by investment vehicle (does not include “other” categories) | |
|---|---|
| Mutual funds | 79% |
| Collective investment trusts | 21% |
| Separate accounts | 0% |
| DCIO Asset Breakdown, by asset type (does not include “other” categories) | |
|---|---|
| Alternatives | 1% |
| Fixed income | 93% |
| Hybrid/Multi-Asset | 0% |
| International/Global equity | 1% |
| Money market | 0% |
| Stable value | 0% |
| U.S. equity | 5% |
| DCIO Asset Breakdown, by style (does not include “other” categories) | |
|---|---|
| Active management | 100% |
| Passive management | 0% |
| Blend management | 0% |
| Adviser Support/Services | |
|---|---|
| Salespeople focused on retail financial advisers | 10 |
| Salespeople focused on DC specialist financial advisers | 1 |
| Salespeople focused on institutional | 5 |
| Compliance support | No |
| Access to ERISA counsel | Yes |
| 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 | Yes |
| # Recordkeeping Partners | 150 |
| Checkmark = Yes; X = No |