RESEARCH |
2013
DCIO Survey
When it comes to DCIO providers, investment performance is not the only aspect to consider
Reported by PLANADVISER
Providers
Calvert Investments
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2013 | $4,528 |
| Year ending 12/31/2012 | $4,248 |
| Year ending 12/31/2011 | $4,173 |
| Year ending 12/31/2010 | $4,555 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Calvert Equity Portfolio |
| Fund assets ($MM) | $1,220 |
| Portfolio manager | Richard England, Atlanta Capital Mgmt |
| Start date | 2006 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 100% |
| Collectives | 0% |
| Separate accounts | 0% |
| Stocks | 57% |
| Bonds (excluding stable value) | 28% |
| Stable value | 0% |
| Money market | 5% |
| Asset allocation* | 10% |
| % Active/Passive | |
| ADVISER SERVICES | |
|---|---|
| Compliance support | |
| Access to ERISA counsel | |
| Conferences for advisers | |
| Plan benchmarking | |
| Lead generation for 401(k) | |
| Investment committee meetings | |
| # OF RK SELLING AGREEMENTS | 81 |
|---|
| *Target date, target risk, balanced |