RESEARCH | June 5, 2014 PLANA DVISER’s 2014 DCIO Survey <div id="summary" title="summary">DCIO providers’ assets and services flourish</div> Reported by PLANADVISER | Art by Christian Northeast Industry Snapshot Navigation StoryIndustry SnapshotTOTAL DCIO ASSETS ($MM)DCIO ASSETS BY VEHICLEDCIO ASSETS BY TYPEDCIO SALES TEAMSPRODUCTS/SERVICES FOR FINANCIAL ADVISERSTop 10 ProvidersDCIO MANAGERS BY ASSETS (AS OF Q1 2014)TOP DCIO FUNDS BY ASSETS LARGEST INCREASE IN DCIO ASSETS (2012 vs. 2013)NUMBER OF RECORDKEEPER SELLING AGREEMENTSLONGEST-TENURED PORTFOLIO MANAGERSLARGEST INCREASE IN DCIO ASSETS (12/31/2013 vs. Q1 2014)ProvidersAllianceBernsteinAllianz Global InvestorsAmerican Beacon AdvisorsAmerican CenturyAMG Funds+BlackRockBNY Mellon RetirementCalvert InvestmentsColumbia ManagementDimensional Fund AdvisorsFederated InvestorsFidelity InvestmentsFranklin TempletonGoldman Sachs Asset ManagementGreat-West FinancialInvescoIvy Funds Distributor, Inc.JanusJohn Hancock InvestmentsJ.P. MorganLegg MasonManning & Napier Advisors, LLCNatixis Global Asset ManagementNorthern TrustNuveen InvestmentsOppenheimerFundsPIMCOPrincipal FundsPrudential InvestmentsRussell InvestmentsStadion Money ManagementState Street Global AdvisorsTIAA-CREFT. Rowe PriceWellington Management Company, LLPWells FargoMethodology Select a year 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 PURCHASE REPRINTWANT MORE INFO? Industry Snapshot DCIO SALES TEAMS DCIO SALES TEAMS DCIOs with salespeople focused on advisers 94% Total DCIO salespeople focused on financial advisers 263 Total DCIO salespeople focused on institutional 185 Total DCIO sales support staff 222