2021 Liability-Driven Investment Survey

Vendor Details


BlackRock, Inc.
www.blackrock.com/institutions/en-us/strategies/fixed-income/liability-driven-investing

Summary of Offering

BlackRock LDI provides defined benefit (DB) plan sponsors with the power and flexibility of one of the most comprehensive fixed-income platforms in the world, combined with proprietary asset-liability-focused technology.

LDI has been an integral part of serving corporate pensions at BlackRock for more than 25 years and represents the intersection of the firm’s core competencies of investment management, technology, innovation, and client-centered solutions.

Client Restrictions: None

Business Summary (as of 06/30/2021)

Total LDI clients 574
Total LDI mandates 697
Total LDI assets under management (US$) $504.1B

Regions With Active Mandates

US
Canada
UK
Continental Europe and Republic of Ireland
Asia
Australia
All other locations

Client Satisfaction

# of ratings/responses received 26

Satisfaction With Overall Offering

Very Satisfied (9s and 10s) 50%
Mostly Satisfied (7s and 8s) 42%
Somewhat Satisfied (5s and 6s) 4%
Only a Little Satisfied (3s and 4s) 4%
Dissatisfied< 2) 0%

Average Satisfaction Scores by Category

Is responsive to general inquiries 8.44
Meets objectives related to risk and return 8.88
Proactively provides new ideas/solutions and shares knowledge 7.85
Estimates daily liability 6.91
Has accessible investment team 7.83
Provides timely and detailed funded status attribution 7.29
Provides timely performance reporting 8.37
Offers daily interest rate hedge ratio estimation 6.86
Customizes portfolio to specific client needs 8.28
NR = “Not Reported”
1 9 10 11 12 13 24