RESEARCH |
2025
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
Nuveen*
| Total DCIO Assets (US only) ($M) | |
|---|---|
| Year ending 12/31/2024 | NR |
| Year ending 12/31/2023 | NR |
| Total DCIO funds | NR |
| Number of TDF series | 6 |
| Largest Stand-Alone DCIO Fund ($M) | |
|---|---|
| Fund name | NR |
| Fund assets | NR |
| Portfolio manager | NR |
| First year managing fund | NR |
| DCIO Asset Breakdown, by investment vehicle | |
|---|---|
| Mutual funds | NR |
| Collective investment trusts | NR |
| Separate accounts | NR |
| ETFs | NR |
| Other | NR |
| DCIO Asset Breakdown, by asset type | |
|---|---|
| Alternatives | NR |
| Fixed-income | NR |
| Hybrid/Multi-Asset | NR |
| International/Global equity | NR |
| Money market | NR |
| Stable value | NR |
| U.S. equity | NR |
| Other | NR |
| DCIO Asset Breakdown, by style | |
|---|---|
| Active management | NR |
| Passive management | NR |
| Blend management | NR |
| Adviser Support/Services | |
|---|---|
| Salespeople focused on retail financial advisers | NR |
| Salespeople focused on DC specialist financial advisers | NR |
| Salespeople focused on institutional | NR |
| Compliance support | No |
| Access to ERISA counsel | No |
| Conferences for advisers | No |
| Plan benchmarking | No |
| Lead generation | No |
| Investment committee meetings | No |
| Target-date evaluation tools | No |
| Training for DC plan sales and service | No |
| # Recordkeeping Partners | NR |
| *Only provided data for their Target Date Fund Offerings
Checkmark = Yes; X = No NR = Not reported; NA = Not applicable |