LGIM America Winner

The burgeoning LDI field is one in which LGIM America has excelled. The firm prides itself on delivering tailored plans to clients, based on their unique objectives and investment preferences and powered by a deep look into what the data reveal. It entered this business in 2010 as an index and a benchmark provider to aid in assessing client needs. As of mid-year 2022, LGIM America’s LDI effort manages $73 billion for 235 clients.

LGIM America prides itself on its wide array of investment offerings, with an eye toward value opportunities and low transaction costs. The company offers plan sponsors a palette of risk mitigation, funded status preservation, interest rate hedging and increasing predictability. What’s more, LGIM America makes canny use of technology, with a proprietary method to monitor clients’ portfolios and a dedicated quant team to seek out new features. This effort is boosted by LGIM America’s partnership with State Street Bank and Trust Company, giving the firm a gateway to its Charles River information management system.

Finalists

• Agilis Partners LLC

• Goldman Sachs Asset Management (GSAM)

• Capital Group