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2021 Liability-Driven Investment Survey

Art By Anja Susanj

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Vendor Details


Fidelity Investments
https://institutional.fidelity.com

Summary of Offering

Fidelity Asset Management Solutions provides tailored access to experienced and fully integrated LDI strategy and long duration portfolio management teams, focused on:

  • Strategy development of pension de-risking solutions;
  • Dynamic relationship between fixed income investing at the long end of the curve;
  • Managing highly custom corporate portfolios that meet insurance specifications; and
  • Managing across custom credit benchmarks.

Client Restrictions: Yes – minimum for commingled pool = $5MM; Minimum for separate account = $75M.

Business Summary (as of 06/30/2021)

LDI clients as of 06/30/2021: 107
LDI mandates as of 06/30/2021: 114
LDI assets under management ($USD) as of 06/30/2021: $32.0B

Regions With Active Mandates

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

Client Satisfaction

# of ratings/responses received 10

Satisfaction With Overall Offering

Very Satisfied (9s and 10s) 80%
Mostly Satisfied (7s and 8s) 20%
Somewhat Satisfied (5s and 6s) 0%
Only a Little Satisfied (3s and 4s) 0%
Dissatisfied ( < 2) 0%

Average Satisfaction Scores by Category

Is responsive to general inquiries 9.75
Meets objectives related to risk and return 9.50
Proactively provides new ideas/solutions and shares knowledge 8.00
Estimates daily liability 6.40
Has accessible investment team 9.13
Provides timely and detailed funded status attribution 7.29
Provides timely performance reporting 8.38
Offers daily interest rate hedge ratio estimation 6.00
Customizes portfolio to specific client needs 8.88
NR = “Not Reported”
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