Vendor Details
Within the context of a client’s liability-driven target duration, Dodge & Cox constructs and manages a high average quality, diversified portfolio of securities that are selected through bottom-up, fundamental research, with the goal of producing above-benchmark returns over a three-to-five year time period. Dodge & Cox understands that for liability hedging mandates, mitigating funded status volatility can be an equal (or higher) priority than excess return. As such, Dodge & Cox’s strategy emphasizes durability of excess returns as well as lower absolute and relative volatility.
Client Restrictions: $100 million minimum (Subject to the understanding of the mandate and key guideline parameters)
| Total LDI clients |
50 |
| Total LDI mandates |
55 |
| Total LDI assets under management ($USD) |
$33,802MM |
| U.S. |
|
| Canada |
|
| U.K. |
|
| Continental Europe and Republic of Ireland |
|
| Asia |
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| Australia |
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| All other locations |
|
| # of ratings/responses received |
11 |
| 5 = Extremely satisfied |
55% |
| 4 |
36% |
| 3 |
9% |
| 2 |
0% |
| 1 = Unsatisfied |
0% |
| Responsiveness to inquiries |
4.27 |
| Ability to meet risk management objectives |
4.27 |
| Provides new ideas and solutions |
3.90 |
| Is proactive and shares knowledge |
4.10 |
| Access to investment team |
4.27 |
| Timely/detailed status attribution |
4.00 |
| Performance report |
4.30 |
