RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
PGIM Investments
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $79,340 |
| Year ending 12/31/2017 | $79,625 |
| Year ending 12/31/2016 | $71,726 |
| Total DCIO funds | 80 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Prudential Total Return Bond/Core Plus |
| Fund assets ($MM) | $18,600 |
| Portfolio manager | M. Collins, R. Tipp, R. Piccirillo, G. Peters |
| Start date | 2009, 2002, 2012, 2014 |
| Number of TDF series | 4 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 32% |
| Collective investment trusts | 49% |
| Separate accounts | 19% |
| Stocks | 27% |
| Bonds (excluding stable value) | 70% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 3% |
| % Active/Passive | 93%/7% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 6 |
| Salespeople focused on institutional | 5 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 55 |
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