- Introduction & Methodology
- Industry Trends
- Respondent Profile
- Defined Benefit Plans
- Portfolio Characteristics
- LDI Usage
- Vendor Ratings
- Service Satisfaction
- Top 5 Listings
- Vendor Details
- BlackRock, Inc.
- Capital Group
- Conning
- Dodge & Cox
- FIAM LLC
- Goldman Sachs Asset Management
- Insight Investment
- Jennison
- LGIM America1
- Loomis Sayles
- NISA Investment Advisors
- PIMCO
- Prudential
- Wellington Management
- Western Asset Management Company, LLC
Past Surveys
Vendor Details
Conning
www.conning.com
Summary of Offering
The cornerstone of Conning’s LDI philosophy is disciplined pension risk management. It believes that a robust LDI strategy should have a clear understanding of its risk appetite in order to develop a risk budget that reflects the considerations of the plan’s various stakeholders, anticipated contribution amounts and where the plan may be in its de-risking glidepath. As a result, it believes each plan requires a customized solution that addresses its unique needs.
Client Restrictions: Not Reported
Business Summary (as of 06/30/2020)
| Total LDI clients | 7 |
| Total LDI mandates | 7 |
| Total LDI assets under management ($USD) | $805MM |
Regions With Active Mandates
| U.S. | NR |
| Canada | NR |
| U.K. | NR |
| Continental Europe and Republic of Ireland | NR |
| Asia | NR |
| Australia | NR |
| All other locations | NR |
Client Satisfaction
| # of ratings/responses received | NR |
Satisfaction with Overall Offering
| 5 = Extremely satisfied | NR |
| 4 | NR |
| 3 | NR |
| 2 | NR |
| 1 = Unsatisfied | NR |
Average Satisfaction Scores by Category
| Responsiveness to inquiries | NR |
| Ability to meet risk management objectives | NR |
| Provides new ideas and solutions | NR |
| Is proactive and shares knowledge | NR |
| Access to investment team | NR |
| Timely/detailed status attribution | NR |
| Performance report | NR |
NR = “Not Reported”