2020 Liability-Driven Investment Survey

Vendor Details


Western Asset Management Company, LLC
www.westernasset.com

Summary of Offering

For over 30 years Western Asset has delivered customized solutions in a LDI framework. The Firm’s platform for helping clients efficiently allocate capital within this framework includes a large and seasoned pension solutions team (21-member team averages 24 years of experience) that has developed proprietary LDI analytics that go beyond simple KRD matching and has published cutting edge research for almost 15 years. The Firm offers a full suite of investment options including but not limited to simple risk constrained strategies, a multitude of high alpha offerings, and cash flow matched solutions for more mature plans.

Client Restrictions: None

Business Summary (as of 06/30/2020)

Total LDI clients 83
Total LDI mandates 121
Total LDI assets under management ($USD) $74,243MM

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 26

Satisfaction with Overall Offering

5 = Extremely satisfied 69%
4 23%
3 8%
2 0%
1 = Unsatisfied 0%

Average Satisfaction Scores by Category

Responsiveness to inquiries 4.50
Ability to meet risk management objectives 4.31
Provides new ideas and solutions 4.35
Is proactive and shares knowledge 4.38
Access to investment team 4.46
Timely/detailed status attribution 4.25
Performance report 4.46
NR = “Not Reported”
1 23 24 25