RESEARCH |
2023
PLANADVISER DCIO Survey
Reported by PLANADVISER
Providers
Artisan Partners Limited Partnership
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2022 | $12,343 |
| Year ending 12/31/2021 | $18,331 |
| Total DCIO funds | 21 |
| Number of TDF series | 0 |
| LARGEST STANDALONE DCIO FUND ($MM) | |
|---|---|
| Fund name | Artisan U.S. Mid-Cap Growth Fund |
| Fund assets | $2,029 |
| Portfolio manager | Matthew Kamm |
| First Year Managing Fund | 2003 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 43% |
| Collective investment trusts | 11% |
| Separate accounts | 46% |
| Equity | 97% |
| Hybrid/Multi-Asset | 0% |
| Stable value/Money market | 0% |
| Fixed-Income | 3% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on retail financial advisers | 11 |
| Salespeople focused on DC specialist financial advisers | 2 |
| Salespeople focused on institutional | 63 |
| Compliance support | |
| Access to ERISA Counsel | |
| Conferences for advisers | |
| Plan benchmarking | |
| Lead generation | |
| Investment committee meetings | |
| Target-date evaluation tools | |
| Training for DC plan sales/service | |
| # RECORDKEEPING PARTNERS | 27 |