RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
First Eagle Investments
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $14,762 |
| Year ending 12/31/2020 | $14,762 |
| Total DCIO funds | 9 |
| Number of TDF series | 0 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | First Eagle Global Fund |
| Fund assets | $3,238 |
| Portfolio manager | First Eagle Investment Management LLC |
| First Year Managing Fund | 2008 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 31% |
| Collective investment trusts | 0% |
| Separate accounts | 69% |
| Equity | 98% |
| Hybrid/Multi-Asset | 0% |
| Stable value/Money market | 0% |
| Fixed-Income | 0% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 4 |
| Salespeople focused on institutional | 4 |
| Compliance support | No |
| Plan benchmarking | No |
| Lead generation | Yes |
| Target-date evaluation tools | No |
| # RECORDKEEPING PARTNERS | 75 |