2015 Liability-Driven Investment Survey

Vendor Ratings


J.P. Morgan Asset Management7 Responses




Overall Offering












Average Score 3.71 (-2.4% from 2014)
5 = Extremely satisfied 0%
4 71%
3 29%
2 0%
1 = Unsatisfied 0%












Average scores by category






Responsiveness to general inquiries 3.86
Timely performance reporting 4.29
New ideas and solutions 3.57
Knowledge sharing 4.13
Accessibility to investment team 3.71
Funded-status attribution 3.57












How/why J.P. Morgan was selected






Existing relationship 43%
Consultant recommendation 29%
Board/staff due diligence 71%
Other 29%