Vendor Ratings
PIMCO (Global Multi-Asset Fund)6 Responses
Client Satisfaction
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| 5=high; 1=low | 5 | 4 | 3 | 2 | 1 | AVG | |
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Overall offering | 0% | 25% | 75% | 0% | 0% | 3.25 |
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Client service | 25% | 50% | 25% | 0% | 0% | 4.00 |
Product Performance vs Expectations
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| 5=high; 1=low | 5 | 4 | 3 | 2 | 1 | AVG | |
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Since initial allocation | 20% | 20% | 40% | 0% | 20% | 3.20 |
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Past 12 months | 17% | 17% | 50% | 0% | 17% | 3.17 |
Level of Transparency
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| 5=high; 1=low | 5 | 4 | 3 | 2 | 1 | AVG | |
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Implementation/portfolio construction |
33% | 17% | 50% | 0% | 0% | 3.83 |
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Portfolio holdings | 50% | 0% | 50% | 0% | 0% | 4.00 |
Respondents by size
| • | < $1 billion | 17% |
| • | $1 billion – $5 billion | 33% |
| • | > $5 billion | 50% |
Respondents by location
| • | United States | 83% |
| • | Canada | 17% |
| • | Europe | 0% |
| • | Other | 0% |