RESEARCH |
PLANA
DVISER’s 2014 DCIO Survey
<div id="summary" title="summary">DCIO providers’ assets and services flourish</div>
Reported by PLANADVISER
| Art by Christian Northeast
Providers
John Hancock Investments
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2014 | $9,000 |
| Year ending 12/31/2013 | $8,060 |
| Year ending 12/31/2012 | $6,970 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Lifestyle Portfolios |
| Fund assets ($MM) | $3,460 |
| Portfolio manager | Bob Boyda |
| Start date | 1995 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 100% |
| Collectives | 0% |
| Separate accounts | 0% |
| Stocks | 72% |
| Bonds (excluding stable value) | 15% |
| Stable value | 0% |
| Money market | 0% |
| Asset allocation* | 14% |
| % Active/Passive | |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 7 |
| Salespeople focused on institutional | 3 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| Training for DC plan sales/service | |
| Investment committee meetings | |
| # OF RK SELLING AGREEMENTS | 50 |
|---|
| *Target-date, target-risk, balanced. |