Vendor Ratings
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.