2020 Liability-Driven Investment Survey

Vendor Details


LGIM America1
www.lgima.com

Summary of Offering

LGIM America specializes in designing and delivering customized LDI solutions to pension plans. LGIM America structures customized LDI solutions for its clients by acting as objectives-based investors. LGIM America seeks to minimize funded status volatility and shape funded status outcomes. It focuses on partnering with plan sponsors and their advisors to understand strategic plan objectives and constraints, which allow it to design and construct LDI solutions tailored to a client’s specific situation.

Client Restrictions: LDI mandates are evaluated on a case by case basis due

Business Summary (as of 06/30/2020)

Total LDI clients 86
Total LDI mandates 86
Total LDI assets under management ($USD) $25,115MM

Regions With Active Mandates

U.S.
Canada
U.K.
Continental Europe and Republic of Ireland
Asia
Australia
All other locations

Client Satisfaction

# of ratings/responses received 20

Satisfaction with Overall Offering

5 = Extremely satisfied 25%
4 50%
3 25%
2 0%
1 = Unsatisfied 0%

Average Satisfaction Scores by Category

Responsiveness to inquiries 4.05
Ability to meet risk management objectives 3.74
Provides new ideas and solutions 4.05
Is proactive and shares knowledge 4.11
Access to investment team 4.11
Timely/detailed status attribution 4.05
Performance report 4.11
1 LGIM America is the brand name for Legal & General Investment Management America, Inc., a U.S. registered investment adviser.
NR = “Not Reported”
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