RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
Nuveen
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $42,000 |
| Year ending 12/31/2020 | $32,025 |
| Total DCIO funds | 122 |
| Number of TDF series | 4 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Winslow Large Cap Growth CIT |
| Fund assets | $2,865 |
| Portfolio manager | Justin Kelly, Pat Burton, Peter Dlugosch |
| First Year Managing Fund | 2005, 2013, 2022 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 87% |
| Collective investment trusts | 13% |
| Separate accounts | 0% |
| Equity | 24% |
| Hybrid/Multi-Asset | 73% |
| Stable value/Money market | 0% |
| Fixed-Income | 4% |
| % Active Management | 30% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 11 |
| Salespeople focused on institutional | 2 |
| Compliance support | No |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 75 |