RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
Allspring Global Investments
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $127,998 |
| Year ending 12/31/2020 | $129,496 |
| Total DCIO funds | 96 |
| Number of TDF series | 3 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Stable Return Fund |
| Fund assets | $22,525 |
| Portfolio manager | Team Managed |
| First Year Managing Fund | Not Reported |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 17% |
| Collective investment trusts | 34% |
| Separate accounts | 49% |
| Equity | 17% |
| Hybrid/Multi-Asset | 11% |
| Stable value/Money market | 59% |
| Fixed-Income | 13% |
| % Active Management | 89% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 6 |
| Salespeople focused on institutional | 0 |
| Compliance support | No |
| Plan benchmarking | No |
| Lead generation | No |
| Target-date evaluation tools | No |
| # RECORDKEEPING PARTNERS | 44 |