RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
Franklin Templeton
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $62,543 |
| Year ending 12/31/2020 | $57,796 |
| Total DCIO funds | 149 |
| Number of TDF series | 21 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | WA Core Plus Bond Fund |
| Fund assets | $8,229 |
| Portfolio manager | Leech, Bellows, Lindbloom, Marki, Scholnick |
| First Year Managing Fund | 2006 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 76% |
| Collective investment trusts | 24% |
| Separate accounts | 0% |
| Equity | 55% |
| Hybrid/Multi-Asset | 5% |
| Stable value/Money market | 0% |
| Fixed-Income | 40% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 17 |
| Salespeople focused on institutional | 2 |
| Compliance support | Yes |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 30 |