Methodology
The 2020 PLANADVISER DCIO Survey was conducted this May via an online questionnaire. Approximately 85 investment firms known or thought to market to defined contribution (DC) plans received the questionnaire; the 43 organizations listed in the pages that follow were those that agreed to complete the survey in its entirety. This information is for reference only and is not comprehensive of the entire DCIO industry, as some major providers chose not to participate. For more information on data available for purchase, or to take part in a future survey, please email surveys@issmediasolutions.com.
Fidelity Investments*
| TOTAL DCIO ASSETS (US only) ($MM) |
|---|
| Q1 2020 | $24,371 |
| Year ending 12/31/2019 | $27,658 |
| Year ending 12/31/2018 | $31,648.23 |
| Total DCIO funds | 81 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND |
|---|
| Fund name | Templeton Global Bond Fund |
| DCIO Fund assets ($MM) | $4,118 |
| Portfolio manager | Michael Hasenstab |
| First Year Managing Fund | 2001 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) |
|---|
| Mutual funds | 86% |
| Collective investment trusts | 8% |
| Separate accounts | 7% |
| Equity | 47% |
| Hybrid/Multi-Asset | 16% |
| Stable value/Money market | 6% |
| Fixed-Income | 23% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES |
|---|
| Salespeople focused on advisers | 11 |
| Salespeople focused on institutional | 11 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 84 |
|---|
| *On February 18, Franklin Templeton announced its intention to acquire Legg Mason Global Asset Management. Each entity is reported separately pending
approval and closure of the deal, expected to be complete by Q3 of this year |
