RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
Nuveen
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $488,244 |
| Year ending 12/31/2017 | $490,263 |
| Year ending 12/31/2016 | $445,371 |
| Total DCIO funds | 117 |
| TOP DCIO FUND | |
|---|---|
| Fund name | TIAA-CREF Lifecycle Series |
| Fund assets ($MM) | $31,083 |
| Portfolio manager | H. Erickson, J. Cunniff |
| Start date | 2006 |
| Number of TDF series | 2 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 77% |
| Collective investment trusts | 16% |
| Separate accounts | 7% |
| Stocks | 75% |
| Bonds (excluding stable value) | 7% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 18% |
| % Active/Passive | 90%/10% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 14 |
| Salespeople focused on institutional | 5 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 79 |
|---|