PLANADVISER - May/June 2021 - 32

research / 2021 PLANADVISER DCIO Survey
2021 DCIO
PROVIDERS
AllianceBernstein (AB)
American Century Investments
Artisan Partners Limited Partnership
BlackRock
Capital Group|American Funds
Charles Schwab Investment Mgmt
Cohen & Steers
Columbia Threadneedle
Dimensional Fund Advisors
Dodge & Cox
DoubleLine
Fidelity Investments
Franklin Templeton
Goldman Sachs
Hartford Funds
John Hancock Investment Mgmt
J.P. Morgan Asset Management
Lincoln Financial
Loomis, Sayles & Company
Macquarie Asset Management
MassMutual Investments
$71,069
$46,783
$17,793
$1,205,863
$422,196
$55,000
$13,352
$28,220
$54,616
$103,868
$4,465
$114,083
$62,544
$91,732
$14,786
$20,902
$261,364
$14
$31,448
$10,468
$76,990†
17%
8%
25%
16%
16%
12%
5%
23%
-11%*
1%
-27%
-8%
8%
6%
7%
53%
21%
NR
22%
NR
18%
101
NR
29
61
207
34
29
NR
NR
47
150
NR
30
60
92
50
42
40
40
50
30
45
65
16
196
45
54
11
NR
150
6
18
472
149
95
47
50
64
2
17
42
39
82%
99%
100%
7%
100%
10%
100%
84%
100%
100%
100%
42%
100%
97%
100%
100%
80%
0%
100%
100%
90%
4
12
7
18 3 3 3
125
3 3 3
14 3 3 3 3
4
11
6
NR
1
9
16 3
6
10
6
3
3
3 3
3 3
3 3 3
3
22 3 3 3
NR 3
7
6
10 3
3 3
3 3
3 3
3 3 3
3 3
3 3 3
3 3
32 | planadviser.com May-June 2021
DCIO assets year-end 2020 ($mm)
% Change vs. year-end 2019
# Recordkeeping partners
# DCIO funds
DCIO assets breakdown (% active)
Salespeople focused on advisers
Compliance support
TDF evaluation tools
Plan benchmarking
Lead generation

http://www.planadviser.com

PLANADVISER - May/June 2021

Table of Contents for the Digital Edition of PLANADVISER - May/June 2021

Publisher’s Note
Compliance News
Data Points
Trends
Eyes On The Investment Menu
2021 PLANADVISER DCIO Survey: The State Of DCIO
The Promise Of Sustainable Investing
Wealth Transfers On The Horizon
Rollovers And Fiduciaries
Caution Needed Regarding Rollovers
Advisers Giving Back
PLANADVISER - May/June 2021 - Cover1
PLANADVISER - May/June 2021 - Cover2
PLANADVISER - May/June 2021 - 1
PLANADVISER - May/June 2021 - Publisher’s Note
PLANADVISER - May/June 2021 - 3
PLANADVISER - May/June 2021 - Compliance News
PLANADVISER - May/June 2021 - 5
PLANADVISER - May/June 2021 - 6
PLANADVISER - May/June 2021 - 7
PLANADVISER - May/June 2021 - Data Points
PLANADVISER - May/June 2021 - 9
PLANADVISER - May/June 2021 - Trends
PLANADVISER - May/June 2021 - 11
PLANADVISER - May/June 2021 - 12
PLANADVISER - May/June 2021 - 13
PLANADVISER - May/June 2021 - 14
PLANADVISER - May/June 2021 - 15
PLANADVISER - May/June 2021 - 16
PLANADVISER - May/June 2021 - 17
PLANADVISER - May/June 2021 - Eyes On The Investment Menu
PLANADVISER - May/June 2021 - 19
PLANADVISER - May/June 2021 - 20
PLANADVISER - May/June 2021 - 21
PLANADVISER - May/June 2021 - 22
PLANADVISER - May/June 2021 - 23
PLANADVISER - May/June 2021 - 24
PLANADVISER - May/June 2021 - 25
PLANADVISER - May/June 2021 - 2021 PLANADVISER DCIO Survey: The State Of DCIO
PLANADVISER - May/June 2021 - 27
PLANADVISER - May/June 2021 - 28
PLANADVISER - May/June 2021 - 29
PLANADVISER - May/June 2021 - 30
PLANADVISER - May/June 2021 - 31
PLANADVISER - May/June 2021 - 32
PLANADVISER - May/June 2021 - 33
PLANADVISER - May/June 2021 - The Promise Of Sustainable Investing
PLANADVISER - May/June 2021 - 35
PLANADVISER - May/June 2021 - Wealth Transfers On The Horizon
PLANADVISER - May/June 2021 - 37
PLANADVISER - May/June 2021 - Rollovers And Fiduciaries
PLANADVISER - May/June 2021 - Caution Needed Regarding Rollovers
PLANADVISER - May/June 2021 - Advisers Giving Back
PLANADVISER - May/June 2021 - Cover3
PLANADVISER - May/June 2021 - Cover4
https://www.planadviserdigital.com/planadviser/july_august_2021
https://www.planadviserdigital.com/planadviser/may_june_2021
https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
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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