PLANADVISER - May/June 2020 - 18

cover story / 2020 PLANADVISER DCIO Survey
2020 DCIO
PROVIDERS
AllianceBernstein
American Century
Amundi Pioneer Asset Mgmt
Artisan Partners Limited Partnership
BlackRock Inc.
Capital Group / American Funds
Charles Schwab Investment Mgmt
Cohen & Steers
Columbia Threadneedle Investments
Dimensional Fund Advisors
Dodge & Cox
DoubleLine
Fidelity Investments
Franklin Templeton*
Goldman Sachs
Guidestone
Hartford Funds
Invesco
Janus Henderson Investors
John Hancock Investment Mgmt
J.P. Morgan Asset Mgmt
Legg Mason Global Asset Mgmt*
Loomis, Sayles & Company
$60,690
$43,348
$10,628
$14,273
$1,081,247
$363,948
$42,067
$12,700
$22,950
$61,521
$102,500
$7,091
$123,423
$27,658
$86,326
$12,850
$14,099
$139,854
$36,897
$13,759
$216,715
$30,800
$25,677
29%
13%
22%
23%
26%
26%
30%
27%
7%
17%
17%
33%
55%
-13%
14%
11%
23%
12%
30%
19%
15%
29%
21%
99
173
28
29
62
207
34
29
NR
40+
47
150+
300
84
60
15
92
69
250
50+
46
NR
40+
44
84
27
16
191
43
65
11
108
77
6
17
285
81
95
20
43
150
63
50
64
56
28
100%
100%
100%
100%
13%
100%
45%
100%
78%
100%
100%
100%
64%
100%
97%
81%
100%
99%
100%
100%
99%
100%
100%
4
14
8
7
18 3
164
14 3
4
8 3
9
1
9
11
10
10
10
4 3
6
26 3
9
7
3
3
3
3
3
3
3
*On February 18, Franklin Templeton announced its intention to acquire Legg Mason Global Asset Management. Each entity is reported separately pending
approval and closure of the deal, expected to be complete by Q3 of this year.
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
18 | planadviser.com May-June 2020
U.S. DCIO assets
Q4 2019 ($mm)
% Change 2018 - 2019
# Recordkeeping partners
# DCIO funds
% Active management
Salespeople focused
on advisers
Compliance support
TDF evaluation tools
Plan benchmarking
Lead generation

http://www.planadviser.com

PLANADVISER - May/June 2020

Table of Contents for the Digital Edition of PLANADVISER - May/June 2020

2020 PLANADVISER DCIO Survey
All That Goes Into a Practice
Compliance When It's Tough
A Case For Both
The Alternative Workplace
Damage Control in a Downturn
An Uptick in Customer Arbitration?
Client Relationship Summary
Evaluating Reg BI Compliance
PLANADVISER - May/June 2020 - Cover1
PLANADVISER - May/June 2020 - Cover2
PLANADVISER - May/June 2020 - 1
PLANADVISER - May/June 2020 - 2
PLANADVISER - May/June 2020 - 3
PLANADVISER - May/June 2020 - 4
PLANADVISER - May/June 2020 - 5
PLANADVISER - May/June 2020 - 6
PLANADVISER - May/June 2020 - 7
PLANADVISER - May/June 2020 - 8
PLANADVISER - May/June 2020 - 9
PLANADVISER - May/June 2020 - 10
PLANADVISER - May/June 2020 - 11
PLANADVISER - May/June 2020 - 2020 PLANADVISER DCIO Survey
PLANADVISER - May/June 2020 - 13
PLANADVISER - May/June 2020 - 14
PLANADVISER - May/June 2020 - 15
PLANADVISER - May/June 2020 - 16
PLANADVISER - May/June 2020 - 17
PLANADVISER - May/June 2020 - 18
PLANADVISER - May/June 2020 - 19
PLANADVISER - May/June 2020 - All That Goes Into a Practice
PLANADVISER - May/June 2020 - 21
PLANADVISER - May/June 2020 - 22
PLANADVISER - May/June 2020 - 23
PLANADVISER - May/June 2020 - Compliance When It's Tough
PLANADVISER - May/June 2020 - 25
PLANADVISER - May/June 2020 - 26
PLANADVISER - May/June 2020 - 27
PLANADVISER - May/June 2020 - A Case For Both
PLANADVISER - May/June 2020 - 29
PLANADVISER - May/June 2020 - The Alternative Workplace
PLANADVISER - May/June 2020 - 31
PLANADVISER - May/June 2020 - 32
PLANADVISER - May/June 2020 - 33
PLANADVISER - May/June 2020 - Damage Control in a Downturn
PLANADVISER - May/June 2020 - 35
PLANADVISER - May/June 2020 - 36
PLANADVISER - May/June 2020 - An Uptick in Customer Arbitration?
PLANADVISER - May/June 2020 - Client Relationship Summary
PLANADVISER - May/June 2020 - Evaluating Reg BI Compliance
PLANADVISER - May/June 2020 - 40
PLANADVISER - May/June 2020 - Cover3
PLANADVISER - May/June 2020 - Cover4
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https://www.planadviserdigital.com/planadviser/november_december_2022
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https://www.planadviserdigital.com/planadviser/july_august_2022
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https://www.planadviserdigital.com/planadviser/industry_leader_awards_2022
https://www.planadviserdigital.com/planadviser/march_april_2022
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https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
https://www.planadviserdigital.com/planadviser/january_february_2020
https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
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