- 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 Ratings
Service Satisfaction
Overall Satisfaction with Provider Offering
5 = Extremely satisfied; 1 = Unsatisfied
| Provider (# responses) |
AVERAGE SCORE |
5 | 4 | 3 | 2 | 1 |
| BlackRock, Inc. (28) | 4.29 | 43% | 43% | 14% | 0% | 0% |
| Dodge & Cox (11) | 4.45 | 55% | 36% | 9% | 0% | 0% |
| FIAM LLC (11) | 4.00 | 28% | 45% | 27% | 0% | 0% |
| Goldman Sachs Asset Management (39) | 4.62 | 69% | 23% | 8% | 0% | 0% |
| Insight Investment (17) | 4.65 | 65% | 35% | 0% | 0% | 0% |
| Jennison (13) | 4.46 | 54% | 38% | 8% | 0% | 0% |
| LGIM [Legal and General Investment Management] (20) | 4.00 | 25% | 50% | 25% | 0% | 0% |
| Loomis Sayles (15) | 4.47 | 67% | 20% | 7% | 7% | 0% |
| NISA Investment Advisors (41) | 4.73 | 76% | 22% | 2% | 0% | 0% |
| PIMCO (55) | 4.69 | 69% | 31% | 0% | 0% | 0% |
| Prudential (15) | 4.00 | 35% | 29% | 36% | 0% | 0% |
| Wellington Management (20) | 4.75 | 75% | 25% | 0% | 0% | 0% |
| Western Asset Management Company, LLC (26) | 4.62 | 69% | 23% | 8% | 0% | 0% |
Service Satisfaction with Responsiveness to Inquiries
5 = Extremely satisfied; 1 = Unsatisfied
| 1 | NISA Investment Advisors | 4.68 |
| 2 | Wellington Management | 4.67 |
| 3 | Goldman Sachs Asset Management | 4.61 |
| 4 | PIMCO | 4.56 |
| 5 | Western Asset Management Company, LLC | 4.50 |
Service Satisfaction with Ability to Meet Risk Management Objectives
5 = Extremely satisfied; 1 = Unsatisfied
| 1 | Wellington Management | 4.72 |
| 2 | PIMCO | 4.52 |
| 3 | NISA Investment Advisors | 4.45 |
| 4 | Insight Investment | 4.41 |
| 5 | Goldman Sachs Asset Management | 4.32 |
Service Satisfaction with New Ideas and Solutions Provided
5 = Extremely satisfied; 1 = Unsatisfied
| 1 | Wellington Management | 4.56 |
| 2 | NISA Investment Advisors | 4.53 |
| 3 | PIMCO | 4.48 |
| 4 | Western Asset Management Company, LLC | 4.35 |
| 5 | Insight Investment | 4.29 |
Service Satisfaction with Proactive Knowledge Sharing
5 = Extremely satisfied; 1 = Unsatisfied
| 1 | Wellington Management | 4.67 |
| 2 | NISA Investment Advisors | 4.61 |
| 3 | PIMCO | 4.52 |
| 4 | Prudential | 4.46 |
| 4 | Insight Investment | 4.41 |
Service Satisfaction with Access to Investment Team
5 = Extremely satisfied; 1 = Unsatisfied
| 1 | Goldman Sachs Asset Management | 4.66 |
| 2 | NISA Investment Advisors | 4.61 |
| 3 | Insight Investment | 4.50 |
| 4 | Prudential | 4.46 |
| 4 | Western Asset Management | 4.46 |
Service Satisfaction with Timely/Detailed Status Attribution
5 = Extremely satisfied; 1 = Unsatisfied
| 1 | NISA Investment Advisors | 4.47 |
| 2 | Wellington Management | 4.44 |
| 3 | Goldman Sachs Asset Management | 4.41 |
| 3 | PIMCO | 4.35 |
| 5 | Prudential | 4.27 |
Service Satisfaction with Performance Reporting
5 = Extremely satisfied; 1 = Unsatisfied
| 1 | Wellington Management | 4.72 |
| 2 | PIMCO | 4.54 |
| 3 | Western Asset Management Company, LLC | 4.46 |
| 3 | NISA Investment Advisors | 4.45 |
| 5 | Goldman Sachs Asset Management | 4.34 |