Fidelity Institutional Asset Management15 Responses
Overall Offering
| Average Score |
4.63 |
| 5 = Extremely satisfied |
63% |
| 4 |
38% |
| 3 |
0% |
| 2 |
0% |
| 1 = Unsatisfied |
0% |
Average scores by category
| Responsiveness to general inquiries |
4.73 |
| Timely performance reporting |
4.73 |
| New ideas and solutions |
4.27 |
| Knowledge sharing |
4.47 |
| Accessibility to investment team |
4.93 |
| Funded-status attribution |
4.13 |
How/why Fidelity was selected
| Existing relationship |
50% |
| Consultant recommendation |
58% |
| Board/staff due diligence |
67% |
| Complements another provider |
58% |
Once again, a provider making its debut in the CIO LDI survey has come out on top. Fidelity, with about $18.5 billion in assets under management across more than 70 clients, has done just that—tying with GSAM for pole position with a score of 4.63 out of 5. Half or more of the respondents selected Fidelity through an existing relationship with the firm or a consultant recommendation, while more than two-thirds cited board due diligence. Above all, respondents valued the accessibility of the manager’s team—if anything, they are looking to Fidelity to innovate more around new ideas.
