RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
Schwab Asset Management
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $64,400 |
| Year ending 12/31/2020 | $55,000 |
| Total DCIO funds | 54 |
| Number of TDF series | 4 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Schwab S&P 500 Index Fund |
| Fund assets | $14,840 |
| Portfolio manager | Christopher Bliss, Ferian Juwono, Sabya Sinha, Jeremy Brown |
| First Year Managing Fund | 2017, 2013, 2017, 2019 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 46% |
| Collective investment trusts | 35% |
| Separate accounts | 0% |
| Equity | 50% |
| Hybrid/Multi-Asset | 39% |
| Stable value/Money market | 6% |
| Fixed-Income | 5% |
| % Active Management | 8% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 16 |
| Salespeople focused on institutional | 16 |
| Compliance support | Yes |
| Plan benchmarking | No |
| Lead generation | Yes |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 32 |