Vendor Ratings
PIMCO21 Responses
Overall Offering
| Average Score |
4.50 (+8.2% from 2015) |
| 5 = Extremely satisfied |
50% |
| 4 |
50% |
| 3 |
0% |
| 2 |
0% |
| 1 = Unsatisfied |
0% |
Average scores by category
| Responsiveness to general inquiries |
4.43 |
| Timely performance reporting |
4.55 |
| New ideas and solutions |
4.40 |
| Knowledge sharing |
4.60 |
| Accessibility to investment team |
4.30 |
| Funded-status attribution |
4.00 |
How/why PIMCO was selected
| Existing relationship |
61% |
| Consultant recommendation |
67% |
| Board/staff due diligence |
56% |
| Complements another provider |
44% |
The most improved performance this year goes to PIMCO, further distancing itself from recent years’ internal tumult. The bond giant can claim the second highest response rate in the survey, albeit slightly lower than last year. PIMCO also had the highest overall offering score behind Goldman Sachs and Fidelity, and ahead of NISA.
PIMCO has done the hard work, vanquishing the less satisfied client feedback from last year, though there is still room for improvement around accessibility and funded status attribution. The firm stands out in “knowledge sharing,” “new ideas and solutions,” and “timely reporting.”
