- 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
NISA Investment Advisors
www.nisa.com/
Summary of Offering
NISA is a leader in U.S. LDI and de-risking strategies for corporate DB pension plans. NISA’s risk-controlled style, ability to offer a high level of customization, market presence in long duration fixed income and derivatives, and extensive experience working with pension plans/their advisors makes it a compelling choice for pension risk management mandates. NISA has managed LDI strategies since inception in 1994 and LDI is at the core of its business. NISA prides itself on industry participation and providing value to clients beyond a traditional client/manager relationship where clients are encouraged to view NISA as an extension of internal staff.
Client Restrictions: None
Business Summary (as of 06/30/2020)
| Total LDI clients | 175 |
| Total LDI mandates | 231 |
| Total LDI assets under management ($USD) | $202,908MM |
Regions With Active Mandates
| U.S. | |
| Canada | |
| U.K. | NR |
| Continental Europe and Republic of Ireland | NR |
| Asia | NR |
| Australia | NR |
| All other locations | NR |
Client Satisfaction
| # of ratings/responses received | 41 |
Satisfaction with Overall Offering
| 5 = Extremely satisfied | 76% |
| 4 | 22% |
| 3 | 2% |
| 2 | 0% |
| 1 = Unsatisfied | 0% |
Average Satisfaction Scores by Category
| Responsiveness to inquiries | 4.68 |
| Ability to meet risk management objectives | 4.45 |
| Provides new ideas and solutions | 4.53 |
| Is proactive and shares knowledge | 4.61 |
| Access to investment team | 4.61 |
| Timely/detailed status attribution | 4.47 |
| Performance report | 4.45 |
NR = “Not Reported”