RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
PGIM
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $219,695 |
| Year ending 12/31/2020 | $212,936 |
| Total DCIO funds | 64 |
| Number of TDF series | 4 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | PGIM Total Return Bond Fund |
| Fund assets | $14,150 |
| Portfolio manager | Robert Tipp, Michael Collins, Richard Piccirillo, Gregory Peters, Lindsay Rosner |
| First Year Managing Fund | 2002, 2009, 2012, 2014, 2021 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 48% |
| Collective investment trusts | 25% |
| Separate accounts | 27% |
| Equity | 41% |
| Hybrid/Multi-Asset | 0% |
| Stable value/Money market | 24% |
| Fixed-Income | 35% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 5 |
| Salespeople focused on institutional | 2 |
| Compliance support | No |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 55 |