RESEARCH | August 22, 2013 2013 DCIO Survey When it comes to DCIO providers, investment performance is not the only aspect to consider Reported by PLANADVISER Industry Snapshot Navigation StoryIndustry SnapshotTOTAL DCIO ASSETS ($MM)DCIO ASSETS BY VEHICLEDCIO ASSETS BY TYPEDCIO SALESPRODUCTS/SERVICES FOR FINANCIAL ADVISERSTop 10 ProvidersDCIO MANAGERS BY ASSETS (AS OF 1Q 2013) $MMTOP DCIO FUNDS BY ASSETS $MMLARGEST INCREASE IN DCIO ASSETS (2011 VS. 2012)NUMBER OF RECORDKEEPER SELLING AGREEMENTSLONGEST-TENURED PORTFOLIO MANAGERSLARGEST INCREASE IN DCIO ASSETS (12/31/2012 VS. 3/31/2013)ProvidersAllianceBernsteinAmerican Beacon AdvisorsAmerican CenturyBlackRockBNY Mellon Investment ManagementCalvert InvestmentsColumbia ManagementEagle Asset ManagementFederated InvestorsFranklin TempletonGE Asset ManagementGoldman SachsInvescoIvy FundsJohn Hancock FundsJ.P. MorganLazard Asset ManagementLegg MasonLord AbbettManagers Investment GroupManning & Napier Advisors LLCMunder Capital ManagementNatixis Global Asset ManagementNuveen InvestmentsOppenheimerFundsPIMCOPrincipal FundsRidgeWorth InvestmentsRussell InvestmentsStadion Money ManagementState Street Global AdvisorsT. Rowe PriceThornburg Investment ManagementTIAA-CREFWellington Mgmt Company LLPMethodology Select a year 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 PURCHASE REPRINTWANT MORE INFO? Industry Snapshot DCIO ASSETS BY TYPE DCIO ASSETS BY TYPE Stock 60.1% Bond (excluding stable value) 16.4% Stable value 4.6% Money market 1.7% Asset allocation (target date, target risk, balanced) 16.7%