2017 Liability-Driven Investment Survey

Vendor Ratings


Western Asset32 Responses

Overall Offering

Average Score 4.65 (-3.2% from 2016)
5 = Extremely satisfied 71%
4 24%
3 6%
2 0%
1 = Unsatisfied 0%

Average scores by category

Responsiveness to general inquiries 4.81
Timely performance reporting 4.67
New ideas and solutions 4.53
Knowledge sharing 4.66
Accessibility to investment team 4.93
Funded-status attribution 4.38

How/why Western was selected

Existing relationship 47%
Consultant recommendation 59%
Board/staff due diligence 71%
Other 47%

2016 w as t he fi rst a ppearance o f W estern Asset in our LDI survey, but with 32 responses this year, the firm has qualified for full inclusion for the first time, and has done so with gusto. Western Asset’s score for overall offering is excellent—tied for second place with a 4.65. In four additional areas, Western Asset managed to collect even higher scores and tops the league tables in those. Of particular note is the firm’s score for accessibility to its investment team, with a survey record score of 4.93 out of 5.00.

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