Products & Services

DCIO Partners


 
 

At AB, we’re working to define the future of Defined Contribution (DC), striving to keep clients ahead with visionary research and progressive innovation in DC solutions. 
 
Leveraging four decades of designing asset-allocation strategies and managing portfolios for institutions and individuals globally, we’ve developed a wide range of solutions for DC plans. They range from asset-class and style-specific strategies to multi-asset-class Qualified Default Investment Alternatives, including target-date and target-risk funds—and lifetime income solutions. 
 
We deliver pre-packaged or customized strategies, including target-date solutions tailored to a plan’s demographics. Applying best practices in plan design, investments, and communications, we collaborate across our firm and industry—even with competitors—to help plans of all sizes keep ahead of what’s next."

 
 
American Century Investments® is a leading privately-held investment management firm with more than $135 billion in assets under management and has been committed to delivering superior investment performance and building long-term client relationships since 1958. The company’s 1,300 employees serve clients from offices in New York; London; Hong Kong; Mountain View, California; and Kansas City, Missouri.  Serving financial intermediaries, investment professionals, institutions, corporations, and individual investors, American Century Investments offers a variety of actively managed investment disciplines. Through American Century Investments’ ownership structure, more than 40 percent of the firm’s profits support research to help find cures for genetically-based diseases including cancer, diabetes, and dementia.
 
American Funds: Invest for Long-Term Success
 
Since 1931, American Funds has helped investors pursue long-term investment success. Our consistent approach, in combination with The Capital SystemSM, has resulted in a proven long-term track record. With a commitment to low fees and exceptional service, American Funds has helped investors meet their financial needs, including saving for and living in retirement.
 
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.  
 
Investors should carefully consider investment objectives, risks, charges and expenses of the American Funds. This and other important information is contained in each fund’s prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

 
Retirement is harder than ever before. That’s why many of the world’s largest DC plans trust BlackRock with their participants’ retirement futures. As an independent, global defined contribution investment-only provider, BlackRock provides a breadth of capabilities and depth of knowledge across asset management, plan design, client engagement, and participant communications.
 
Our dedicated DC professionals work with plan sponsors, consultants, and financial advisors to share the best thinking from across the globe and objective insights on the ever-evolving challenges of this new world. BlackRock aims to help you bring clarity to the most complex retirement plan objectives, so that together we can deliver the best possible outcomes for participants.

 
At BNY Mellon Retirement we step beyond the bounds of traditional thinking to share brave new ideas for America’s daunting retirement challenge.
 
Informed and inspired by the diverse perspectives of our autonomous investment boutiques, we seek to deliver the DC solutions and thinking plan participants need to help achieve their targeted outcomes. We understand that retirement is a series of ever-changing milestones. So why don’t you put the power of the world’s 7th largest global asset manager* to work for you — Liberate your thinking and help transform the way America retires. *Pensions & Investments, May 2014.

 
Founded in 1989, Charles Schwab Investment Management, Inc. (CSIM) - a subsidiary of The Charles Schwab Corporation - has grown to become a sizable asset management company, with more than $260 billion in assets under management as of December 31, 2014. CSIM’s investment products include money funds, index funds, exchange traded funds (ETFs), sub-advised funds, asset allocation funds, and active funds. In addition to managing Schwab ETFs™ and Schwab Funds®, CSIM is the investment adviser for the institutional-style sub-advised Laudus Funds family. Our high-quality investment products span multiple asset classes, offering investors the ability to select those that best align with their financial goals.
 
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.
 
With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $506 billion* of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. We are the 11th largest manager of long-term mutual fund assets in the U.S.* and the 5th largest manager of retail funds in the U.K.*
 
Our priority is the investment success of our clients. We aim to deliver the investment outcomes they expect through an investment approach that is team-based, performance-driven and risk-aware. Our culture is dynamic and interactive. By sharing our insights across asset classes and geographies, we generate richer perspectives on global, regional and local investment landscapes. The ability to exchange and debate investment ideas in a collaborative environment enriches our teams' investment processes. More importantly, it results in better informed investment decisions for our clients.
 
* In U.S. dollars as of December 31, 2014. Source: Ameriprise Q4 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.
** Source: ICI as of December 31, 2014 for Columbia Management Investment Advisers, LLC.
*** Source: Investment Association as of December 2014 for Threadneedle Asset Management Limited.

 
With USD 1.26 trillion of assets under management (as of December 31, 2014), Deutsche Asset & Wealth Management is one of the world's leading investment organizations. Deutsche Asset & Wealth Management offers individuals and institutions traditional and alternative investments across all major asset classes. It also provides tailored wealth management solutions and private banking services to high-net-worth individuals and family offices.
 
When it comes to retirement plans, Federated has an unparalleled history of providing stability and guidance on fiduciary issues, including serving as an advocate and authority on fiduciary law and ERISA-related management of employee benefit plans. Federated offers investment solutions for all types of retirement plans, including a retirement share class for our key mutual funds. Our products are used nationwide within pension and defined contribution plans at corporations, small businesses, government agencies, and nonprofit organizations.
 
Managing over $200 billion in U.S. retirement accounts, Franklin Templeton Investments leverages multiple, independent investment teams to deliver specialized expertise across a wide range of styles and asset classes, from traditional strategies to alternative and multi-asset solutions, including QDIA-eligible retirement target funds. Our investment professionals are on the ground across the globe, spotting investment ideas and potential risks firsthand. Collectively, they allow us to offer defined contribution clients a unique investment perspective, shaped by local expertise, global context, and a long-term investment horizon.
 
At Invesco, all of our people and resources are dedicated to helping investors achieve their financial objectives. It’s a philosophy of investment excellence we call Intentional Investing®, and it guides the way we manage investments, provide choices, and connect with clients.
 
The focus of the Invesco defined contribution investments only (DCIO) team is simple. We connect with top DC-focused advisors, consultants, RIAs, and platform partners to help grow their business — The Business of Retirement. 

 
Why Ivy Funds?
 
For over 75 years, our organization has offered investment strategies to help investors best meet their long-term goals, all designed with a disciplined approach and global perspective. While our approach seeks consistently to deliver highly competitive, long-term results, our motivation is the understanding that it’s our clients’ money we are managing. It’s our clients’ trust that drives us, and we work hard to earn it each and every day.  
 
We recognize that, as the global economy evolves, it creates new opportunities. Through our investment process and global, in-person, research, we seek to cover the plentiful investment opportunities created continuously around the world.  
 
Ivy Funds. The World Covered.

 
John Hancock Investments provides asset management services to individuals and institutions through a unique manager-of-managers approach. With over $126B* in assets under management, covering a range of asset classes, we operate as an independent and well-resourced investment advisor. Our approach to investing has led to a diverse set of investments deeply rooted in investor needs, along with strong risk-adjusted returns across asset classes.
 
The Investment Only Sales Team is a dedicated team of regionally based professionals that support retirement advisors and plan administrators. The team offers experience with 401(k) investment choices; including our target date strategies; a deep understanding of the changing retirement market, and a suite of value-add retirement programs and thought-leadership.  
 
For more information on our retirement offerings, please contact your John Hancock Investments representative, or call 800-845-7175.  
 
*As of 12/31/2014

 
OppenheimerFunds
One of the largest investment management companies in the U.S. with more than $237.1 billion in assets under management as of December 31, 2014    
 
Over 2,000 employees, including 160 investment professionals
 
High Conviction Active Management      
Nimble teams can quickly share information while empowering portfolio managers with flexibility and agility to shape their own strategies within defined investment objectives.      
 
Our process of choosing investments moves along a well-defined path–identifying macro trends and industries undergoing secular and cyclical changes and turnarounds to build diversified portfolios and securities.
 
Independent Risk Management    
Risk research analysts aligned with each investment team    
 
Formal risk limits and oversight of all risk-related investment issues set by Investment Risk Management Committee.
 
Distribution Strength
Our 12 Senior Retirement Consultants provide:    
Plan design optimization    
Plan efficiency measurement    
Coaching and support 
 
Pacific Life provides a wide range of insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals and businesses. 
 
PIMCO is a leading global investment management firm, with offices in 12 countries throughout the Americas, Europe, and Asia. Founded in 1971, PIMCO offers a wide range of innovative strategies to help millions of investors worldwide meet their needs. Our goal is to provide attractive returns while maintaining a strong culture of risk management and long-term discipline.
 
Putnam recently celebrated over 75 years of managing money for individual and institutional investors. Driven by innovative thinking, Putnam has practiced an active, risk-conscious approach to investing since the launch of The George Putnam Balanced Fund in 1937. Today, Putnam provides investment services across a range of equity, fixed income, absolute return, and alternative strategies. A global asset manager and retirement plan provider, Putnam distributes its services largely through intermediaries via offices and strategic alliances in North America, Europe, and Asia. 
 
T. Rowe Price Group, Inc. has been managing money since 1937 and, today, stands as a leading provider of investment management services. We offer providers a broad array of active U.S. and non-U.S. equity and fixed-income strategies, through both retail and institutional mutual funds. We emphasize proprietary, fundamental research; close attention to risk management; and consistency of style. We believe that by doing so, we can continue to provide the solid, long-term risk-adjusted performance investors have the right to expect. A financially sound, independent organization with strong employee ownership, T. Rowe Price Group, Inc. has $746.8 billion in assets under management as of December 31, 2014. 
 
Vanguard is one of the world’s largest investment management companies with more than $3.1 trillion in assets under management.* Our diverse approach to investment management offers you both internal and external investment managers and a range of investment types, including more than 150 U.S.-based mutual funds and commingled trusts.
 
Vanguard is owned by the Vanguard family of mutual funds—making our fund shareholders our owners.  
 
This means that we exist only to serve our clients with no competing loyalties.  
 
Some of the benefits our clients enjoy are:
• A prudent approach to long-term investing
• Broad expertise in plan design, portfolio construction, and fiduciary matters
• High-quality administrative outsourcing services
• Award-winning participant education and advice
 
With headquarters in Valley Forge, Pennsylvania, Vanguard employs more than 14,000 people worldwide. More information is available at institutional.vanguard.com.
*As of November 30, 2014.

 
Voya Investment Management (Voya IM) is a leading active asset management firm. As one of the 20 largest managers of U.S. defined contribution assets, Voya IM has deep experience and expertise in the retirement market. As of September 30, 2014, Voya IM manages approximately $213 billion for affiliated and external institutions as well as individual investors, including $35 billion on behalf of defined contribution clients. Drawing on over 40 years of experience and an ongoing commitment to reliable investing, Voya IM has the resources and expertise to help long-term investors achieve strong investment results. 
 
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