Providers
Cohen & Steers
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2021 | $17,654 |
Year ending 12/31/2020 | $13,352 |
Total DCIO funds | 11 |
Number of TDF series | 0 |
LARGEST STANDALONE DCIO FUND | |
---|---|
Fund name | Cohen & Steers Real Estate Securities Fund |
Fund assets | $2,084 |
Portfolio manager | Jason Yablon |
First Year Managing Fund | 2013 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 34% |
Collective investment trusts | 11% |
Separate accounts | 55% |
Equity | 93% |
Hybrid/Multi-Asset | 7% |
Stable value/Money market | 0% |
Fixed-Income | 0% |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 5 |
Salespeople focused on institutional | 8 |
Compliance support | No |
Plan benchmarking | No |
Lead generation | No |
Target-date evaluation tools | No |
# RECORDKEEPING PARTNERS | 30 |