- 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
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”