Loomis Sayles7 Responses
Overall Offering
| Average Score |
4.00 (+14.3% from 2015) |
| 5 = Extremely satisfied |
50% |
| 4 |
0% |
| 3 |
50% |
| 2 |
0% |
| 1 = Unsatisfied |
0% |
Average scores by category
| Responsiveness to general inquiries |
4.43 |
| Timely performance reporting |
4.57 |
| New ideas and solutions |
4.14 |
| Knowledge sharing |
4.29 |
| Accessibility to investment team |
4.14 |
| Funded-status attribution |
4.00 |
How/why Loomis Sayles was selected
| Existing relationship |
60% |
| Consultant recommendation |
40% |
| Board/staff due diligence |
40% |
| Complements another provider |
40% |
The 2016 Liability-Driven Investing (LDI) Survey was conducted from late August through October 8, and asked asset owners about their practices and views regarding funding, de-risking, and LDI strategies. Of all responses, 139 were identified as qualifying–i.e., by being from a senior investment official, with the authority and knowledge to answer LDI related questions, at a qualified fund. Results show trends as far back as six years, and are broken out by various fund attributes. A spreadsheet of the full set of unattributed survey responses is available for a fee. For more information, contact surveys@strategic-i.com.
