RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
Natixis
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $23,013 |
| Year ending 12/31/2020 | $24,164 |
| Total DCIO funds | 43 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Loomis Sayles Core Plus |
| Fund assets | $3,338 |
| Portfolio manager | Peter Palfrey, Richard Raczkowski |
| First Year Managing Fund | 1996, 1999 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 91% |
| Collective investment trusts | 9% |
| Separate accounts | 0% |
| Equity | 58% |
| Hybrid/Multi-Asset | 11% |
| Stable value/Money market | 0% |
| Fixed-Income | 31% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 10 |
| Salespeople focused on institutional | |
| Compliance support | No |
| Plan benchmarking | No |
| Lead generation | Yes |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 30 |