RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
Franklin Templeton
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $33,507 |
| Year ending 12/31/2015 | $35,409 |
| Year ending 12/31/2014 | $39,007 |
| Total DCIO funds | 134 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Templeton Global Bond |
| Fund assets ($MM) | $5,766 |
| Portfolio manager | M. Hasenstab |
| Start date | 2001 |
| Number of TDF series | 9 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 92% |
| Collectives | 5% |
| Separate accounts | 3% |
| Stocks | 65% |
| Bonds (excluding stable value) | 28% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 7% |
| % Active/Passive | 100/0 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 10 |
| Salespeople focused on institutional | 2 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 75 |
|---|
| NA = Not availabe |