RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Industry Snapshot
The markets reached new heights in 2021, with findings from the 2022 PLANADVISER Defined Contribution Investment Only Survey showing continued growth in the defined contribution market as well. Overall, total DCIO assets among the 33 responding organizations increased by 8%. In terms of organizational performance, only five of those asset managers saw DCIO assets decline last year, while, for almost 45%—i.e., 15—assets increased by 15% or more. Consistent with recent industry trends, the DCIO segment saw a record amount of assets invested in passive/blend strategies and a consolidation of business—the median number of recordkeeper selling agreements rose to 50 from 47 last year. —PA
(from responses of 33 DCIO providers)
33
providers
responded
to our 2022
PLANADVISER
DCIO survey
providers
responded
to our 2022
PLANADVISER
DCIO survey
These providers account for ...
56%
of total DC assets
of total DC assets
16 of the top 25
largest U.S. asset managers
largest U.S. asset managers
2,456
DCIO investment options
DCIO investment options
DCIO ASSETS, BY VEHICLE
Mutual funds 58%
Separate accounts 21%
Collectives 19%
Other 2%
DCIO ASSETS, BY TYPE
Equity 58.7%
Fixed income 14.8%
Hybrid / Multi-asset 17.5%
Stable value 5.9%
Money market 0.6%
Other 2.5%