- 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
- Fidelity Investments
- Goldman Sachs Asset Management
- Insight Investment
- LGIM America1
- NISA Investment Advisors, LLC
- PIMCO
- PGIM Fixed Income
- Russell Investments
- Wellington Management Company, LLP
- Western Asset Management Company, LLC
Past Surveys
Vendor Details
Insight Investment
https://www.insightinvestment.com
Summary of Offering
Insight Investment is a specialist global provider of active fixed-income and risk management solutions. Its mission is to closely partner with clients by seeking to deliver greater certainty of achieving their unique objectives. Since the firm’s founding in 2002, Insight has been a pioneer in LDI in Europe and has been recognized for its expertise in liability benchmark solutions, hedging strategies, and derivative implementation. Across the firm, Insight employs 284 investment professionals, 60 of whom are dedicated to LDI. Insight believe its strong collaborative culture and commitment to excellence have led it to become one of the world’s largest providers of LDI strategies.
Client Restrictions: Yes – minimums do apply; contact provider for details.
Business Summary (as of 06/30/2021)
| LDI clients as of 06/30/2021: | 345 |
| LDI mandates as of 06/30/2021: | 345 |
| LDI assets under management ($USD) as of 06/30/2021: | $787.7B |
Regions With Active Mandates
| US | |
| Canada | |
| UK | |
| Continental Europe and Republic of Ireland | |
| Asia | |
| Australia | |
| All other locations |
Client Satisfaction
| # of ratings/responses received | 16 |
Satisfaction With Overall Offering
| Very Satisfied (9s and 10s) | 69% |
| Mostly Satisfied (7s and 8s) | 25% |
| Somewhat Satisfied (5s and 6s) | 6% |
| Only a Little Satisfied (3s and 4s) | 0% |
| Dissatisfied ( < 2) | 0% |
Average Satisfaction Scores by Category
| Is responsive to general inquiries | 9.27 |
| Meets objectives related to risk and return | 9.07 |
| Proactively provides new ideas/solutions and shares knowledge | 8.96 |
| Estimates daily liability | 7.09 |
| Has accessible investment team | 8.87 |
| Provides timely and detailed funded status attribution | 8.46 |
| Provides timely performance reporting | 9.00 |
| Offers daily interest rate hedge ratio estimation | 8.45 |
| Customizes portfolio to specific client needs | 9.39 |