- 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
Loomis Sayles
www.loomissayles.com/website/institutional/Liability-Driven-Investing
Summary of Offering
Summary not available at this time.
Client Restrictions: Not Available
Business Summary (as of 06/30/2020)
| Total LDI clients | NR |
| Total LDI mandates | NR |
| Total LDI assets under management ($USD) | NR |
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 | 15 |
Satisfaction with Overall Offering
| 5 = Extremely satisfied | 66% |
| 4 | 20% |
| 3 | 7% |
| 2 | 7% |
| 1 = Unsatisfied | 0% |
Average Satisfaction Scores by Category
| Responsiveness to inquiries | 4.29 |
| Ability to meet risk management objectives | 4.14 |
| Provides new ideas and solutions | 4.00 |
| Is proactive and shares knowledge | 3.93 |
| Access to investment team | 4.21 |
| Timely/detailed status attribution | 4.07 |
| Performance report | 4.21 |
NR = “Not Reported”