Vendor Ratings
Loomis Sayles14 Responses
Overall Offering
| Average Score |
4.33 (+8.3% from 2016) |
| 5 = Extremely satisfied |
50% |
| 4 |
33% |
| 3 |
17% |
| 2 |
0% |
| 1 = Unsatisfied |
0% |
Average scores by category
| Responsiveness to general inquiries |
4.50 |
| Timely performance reporting |
4.33 |
| New ideas and solutions |
4.14 |
| Knowledge sharing |
4.21 |
| Accessibility to investment team |
4.33 |
| Funded-status attribution |
4.50 |
How/why Loomis was selected
| Existing relationship |
20% |
| Consultant recommendation |
60% |
| Board/staff due diligence |
40% |
| Other |
20% |
LOOMIS is another provider that received enough responses for the first time this year to qualify for league tables and written comments in the survey. The firm’s average score for overall offering is a sound 4.33 out of 5.00, which is a nice improvement over last year, and an impressive jump from 2015’s score of 3.50. No service categories stand out as needing attention, as Loomis Sayles’ scores are consistently solid across the board. The firm also garners a top five score from clients for funded status attribution in its debut year of qualification.
