Providers
Invesco
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2014 | $96,264 |
Year ending 12/31/2013 | $94,422 |
Year ending 12/31/2012 | $84,221 |
TOP DCIO FUND | |
---|---|
Fund name | Invesco Stable Value Trust |
Fund assets ($MM) | $46,196 |
Portfolio manager | Jennifer Gillmore |
Start date | 2000 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 40% |
Collectives | 20% |
Separate accounts | 40% |
Stocks | 41% |
Bonds (excluding stable value) | 1% |
Stable value | 50% |
Money market | 0% |
Asset allocation* | 8% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 11 |
Salespeople focused on institutional | 18 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 75 |
---|
*Target-date, target-risk, balanced. |