2017 Liability-Driven Investment Survey

Vendor Ratings


Prudential19 Responses

Overall Offering

Average Score 4.57 (+8.8% from 2016)
5 = Extremely satisfied 57%
4 43%
3 0%
2 0%
1 = Unsatisfied 0%

Average scores by category

Responsiveness to general inquiries 4.53
Timely performance reporting 4.60
New ideas and solutions 4.21
Knowledge sharing 4.42
Accessibility to investment team 4.80
Funded-status attribution 4.50

How/why Prudential was selected

Existing relationship 29%
Consultant recommendation 43%
Board/staff due diligence 29%
Other 14%

PRUDENTIAL just missed garnering enough responses last year to be included in written comments and league tables, but is solidly in the mix this year in terms of response levels. Its score for overall offering is also much higher this year, but unfortunately just missed the league table for that category. However, Prudential’s scores are exceptionally high in several other areas, like investment team accessibility, where clients gave the firm a near-perfect score of 4.80. Scores for timely performance reporting, knowledge sharing, as well as funded status attribution are also league table-worthy.

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