RESEARCH |
2025
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
Columbia Threadneedle Investments
| Total DCIO Assets (US only) ($M) | |
|---|---|
| Year ending 12/31/2024 | $34,619 |
| Year ending 12/31/2023 | $32,861 |
| Total DCIO funds | 70 |
| Number of TDF series | 0 |
| Largest Stand-Alone DCIO Fund ($M) | |
|---|---|
| Fund name | Dividend Income |
| Fund assets | $7,375 |
| Portfolio manager | Michael Barclay, Tara Gately, and Andrew Wright |
| First year managing fund | 2011 |
| DCIO Asset Breakdown, by investment vehicle | |
|---|---|
| Mutual funds | 61% |
| Collective investment trusts | 14% |
| Separate accounts | 25% |
| ETFs | 0% |
| Other | 0% |
| DCIO Asset Breakdown, by asset type | |
|---|---|
| Alternatives | 0% |
| Fixed-income | 8% |
| Hybrid/Multi-Asset | 4% |
| International/Global equity | 7% |
| Money market | 0% |
| Stable value | 7% |
| U.S. equity | 74% |
| Other | 0% |
| DCIO Asset Breakdown, by style | |
|---|---|
| Active management | 85% |
| Passive management | 15% |
| Blend management | 0% |
| Adviser Support/Services | |
|---|---|
| Salespeople focused on retail financial advisers | 60 |
| Salespeople focused on DC specialist financial advisers | 4 |
| Salespeople focused on institutional | NR |
| Compliance support | No |
| Access to ERISA counsel | Yes |
| Conferences for advisers | No |
| Plan benchmarking | Yes |
| Lead generation | No |
| Investment committee meetings | Yes |
| Target-date evaluation tools | No |
| Training for DC plan sales and service | Yes |
| # Recordkeeping Partners | 40 |
| Checkmark = Yes; X = No
NR = Not reported; NA = Not applicable |