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
American Century
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2014 | $36,582 |
| Year ending 12/31/2013 | $35,229 |
| Year ending 12/31/2012 | $29,059 |
| TOP DCIO FUND | |
|---|---|
| Fund name | One Choice Target Date Portfolios |
| Fund assets ($MM) | $8,514 |
| Portfolio manager | S. Wittman, R. Weiss, S. Wilson^ |
| Start date | 2009, 2010, 1992, 2013 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 81% |
| Collectives | 4% |
| Separate accounts | 15% |
| Stocks | 61% |
| Bonds (excluding stable value) | 6% |
| Stable value | 0% |
| Money market | 1% |
| Asset allocation* | 32% |
| % Active/Passive | |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 14 |
| Salespeople focused on institutional | 7 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| Training for DC plan sales/service | |
| Investment committee meetings | |
| # OF RK SELLING AGREEMENTS | 200 |
|---|
| *Target-date, target-risk, balanced.^Also R. Gabudean. |