RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
PIMCO
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $126,699 |
| Year ending 12/31/2020 | $124,369 |
| Total DCIO funds | 84 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | PIMCO Total Return Fund |
| Fund assets | $26,624 |
| Portfolio manager | Scott Mather, Mark Kiesel and Mohit Mittal |
| First Year Managing Fund | 2014, 2019 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 56% |
| Collective investment trusts | 7% |
| Separate accounts | 37% |
| Equity | 5% |
| Hybrid/Multi-Asset | 7% |
| Stable value/Money market | 23% |
| Fixed-Income | 65% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 11 |
| Salespeople focused on institutional | 3 |
| Compliance support | No |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 38 |