2017 Liability-Driven Investment Survey

Vendor Ratings


PIMCO46 Responses

Overall Offering

Average Score 4.64 (+3.1% from 2016)
5 = Extremely satisfied 72%
4 20%
3 8%
2 0%
1 = Unsatisfied 0%

Average scores by category

Responsiveness to general inquiries 4.65
Timely performance reporting 4.39
New ideas and solutions 4.43
Knowledge sharing 4.54
Accessibility to investment team 4.57
Funded-status attribution 4.39

How/why PIMCO was selected

Existing relationship 70%
Consultant recommendation 43%
Board/staff due diligence 52%
Other 35%

IN last year’s survey, we mentioned how PIMCO had “distanced itself from recent years’ internal tumult” and improved its overall score a whopping 8.2%. This year, with that distance even further, PIMCO’s overall score is higher again, and is now among the survey’s best. In fact, the firm scores in the top five in all but two of the survey’s league tables, in addition to having the most responses (46) this year. Seven in 10 clients chose PIMCO for LDI due to an existing firm relationship—further evidence that PIMCO has put its internal issues to bed.

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