2018 Liability-Driven Investment Survey

Vendor Ratings


Average Scores by Category (10 or more responses)

5 = Extremely satisfied; 1 = Unsatisfied

Provider
(# responses)
Responsiveness
Timely reporting
New ideas
Knowledge sharing
Accessibility
Funded status
attrib
BlackRock (30) 4.13 4.04 3.75 3.86 3.65 3.83
Goldman Sachs Asset
Management (28)
4.61 4.44 4.25 4.57 4.78 4.32
Jennison Associates
(12)
4.33 4.18 3.42 3.58 4.36 3.17
Legal & General Inv
Mgt Americas (15)
4.60 3.80 4.20 4.27 4.20 3.77
NISA Inv Advisors (21) 4.67 4.45 4.38 4.38 4.50 4.22
PIMCO (33) 4.45 4.36 4.36 4.42 4.07 4.04
Prudential (11) 4.27 4.44 3.91 4.09 4.22 4.14
Wellington (17) 4.29 4.14 3.82 4.12 4.27 3.92
Western Asset Mgt (33) 4.79 4.68 4.48 4.75 4.78 4.52

Average Scores by Category (5–9 responses)

5 = Extremely satisfied; 1 = Unsatisfied

Provider
(# responses)
Responsiveness
Timely reporting
New ideas
Knowledge sharing
Accessibility
Funded status
attrib
Capital Group (5) 3.80 3.75 3.60 3.80 3.40 3.00
Conning (6) 4.83 4.80 4.80 4.80 4.60 4.60
Fidelity (5) 4.00 4.67 3.75 4.00 4.25 4.00
J.P. Morgan (9) 4.33 4.00 3.78 4.00 4.11 4.13
Loomis Sayles (9) 4.78 5.00 4.11 4.11 5.00 4.60

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