Vendor Ratings
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.