2020 Liability-Driven Investment Survey

Vendor Details


PIMCO
www.pimco.com

Summary of Offering

PIMCO is a leading provider of LDI and de-risking solutions working with over 300 clients managing $205bn in assets across liability-immunization, glide path implementation, completion management and liability-aware asset allocation. PIMCO works closely with DB plan sponsors to clearly understand their objectives, and then translate it into bespoke strategies – with a focus on delivering results and achieving plan sponsor de-risking outcomes. PIMCO is a market leader in active LDI portfolio management with an established long-term track record across varying market cycles – delivering robust outperformance consistently for our clients, enabling them to achieve their pension goals.

Client Restrictions: None

Business Summary (as of 06/30/2020)

Total LDI clients 300+
Total LDI mandates 309
Total LDI assets under management ($USD) $204,985MM

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 55

Satisfaction with Overall Offering

5 = Extremely satisfied 69%
4 31%
3 0%
2 0%
1 = Unsatisfied 0%

Average Satisfaction Scores by Category

Responsiveness to inquiries 4.56
Ability to meet risk management objectives 4.52
Provides new ideas and solutions 4.48
Is proactive and shares knowledge 4.52
Access to investment team 4.40
Timely/detailed status attribution 4.35
Performance report 4.54
NR = “Not Reported”