DCIOs
NAPAFIRMPARTNERS
Boston, MA • amundi.com/usinvestors
New York, NY • blackrock.com/advisors/dc
Amundi US
BlackRock
Key Contact(s)
Key Contact(s)
Caroline Naylon 617.416.3683 • caroline.naylon@amundi.com Eric Parisi 617.422.4730 • eric.parisi@amundi.com Brandi Kinsman 617.422.4718 • brandi.kinsman@amundi.com
Tina Sanchez 617.342.1682 • tina.sanchez@blackrock.com Tyler Neenan 773.638.9528 • tyler.neenan@blackrock.com
Firm Profile Amundi US is the US investment headquarters of Amundi, whose extensive network of investment and marketing offices throughout the world provides a global perspective as well as in-depth knowledge of local markets. Amundi, based in Paris, is Europe’s largest asset manager and ranks among the top 10 globally with six main investment hubs. Leveraging the benefits of our increased scope and size, the combined knowledge and investment resources across Amundi allow us to introduce new and innovative investment solutions tailored to investor needs. We benefit from the knowledge of 5,400 Amundi team members based in 35 countries.
Primary Market(s) Served
Firm Profile BlackRock’s dedicated Defined Contribution team is a partner to plan sponsors and advisors, with the experience and resources to help you build better investment menus and evaluate and enhance plans. Visit http://blackrock. com/advisors/dc to learn more about our DC investment strategies, thought leadership and value add programs.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Assets Managed*
Total AUM: $9,425,212,000,000 Total DCIO Assets: $1,335,535,685,481
Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million
Assets Managed*
Total AUM: $92,342,807,776 Total DCIO Assets: $9,621,113,316 DCIO Assets Breakdown [%] Collective Trusts: 11% Money Markets: 0% Mutual Funds: 79.6% Separate Accounts: 10.4% Stable Value: 0% Other: 0%
Asset Allocation Funds N/A Top 5 Funds by DC Assets [Fund Name / Total Assets] 1. Pioneer Bond Fund: $4,408,600,000 2. Pioneer Fundamental Growth Fund: $5,950,000,000 3. Pioneer Strategic Income Fund: $3,194,000,000 4. Pioneer Select Mid Cap Growth Fund: $1,357,000,000 5. Pioneer Equity Income Fund: $1,514,000,000
Advisor Support Services External Wholesalers Focused on Advisors, Plan Benchmarking
DCIO Assets Breakdown [%] Collective Trusts: 43% Money Markets: 0% Mutual Funds: 9% Separate Accounts: 48% Stable Value: 0% Other: 0%
Asset Allocation Funds BlackRock LifePath® Target Date Funds, BlackRock Target Allocation Funds Top 5 Funds by DC Assets [Fund Name / Total Assets] 1. Equity Index: $774,252,886,613 2. Target Date: $389,983,989,270 3. Fixed Income Index: $87,717,574,905 4. Fixed Income Active: $28,339,052,557 5. Equity Active: $26,769,285,618
Advisor Support Services External Wholesalers Focused on Advisors, External Wholesalers Focused on Institutional, Compliance Report, Plan Benchmarking, Target-Date Evaluation Tools, Training for DC Plan Sales/Service, Investment Committee Meetings
No. of External Wholesalers DC: 17 Retail: 165
No. of External Wholesalers DC: 6 Retail: 37
*as of 6.30.23
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NAPABLACKBOOK2023