- 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 Ratings
Service Satisfaction
Overall Satisfaction with Provider Offering
10 = Extremely satisfied; 0 = Not at all satisfied
| % of respondent ratings | ||||||
| Provider (# responses) |
AVERAGE SCORE |
9/10 | 7/8 | 5/6 | 3/4 | < 2 |
| Featured | ||||||
| BlackRock, Inc. (26) | 8.50 | 50% | 42% | 4% | 4% | 0% |
| Dodge & Cox (13) | 9.00 | 54% | 46% | 0% | 0% | 0% |
| Fidelity Investments (10) | 9.40 | 80% | 20% | 0% | 0% | 0% |
| Goldman Sachs Asset Management (41) | 9.12 | 72% | 19% | 9% | 0% | 0% |
| Insight Investment (16) | 9.03 | 69% | 25% | 6% | 0% | 0% |
| LGIM America (21) | 8.14 | 64% | 27% | 9% | 0% | 0% |
| NISA Investment Advisors (36) | 9.56 | 84% | 16% | 0% | 0% | 0% |
| PGIM Fixed Income(12) | 8.88 | 58% | 42% | 0% | 0% | 0% |
| PIMCO (39) | 9.19 | 74% | 21% | 5% | 0% | 0% |
| Wellington Management (15) | 9.23 | 80% | 20% | 0% | 0% | 0% |
| Western Asset Management Company, LLC (16) | 9.47 | 94% | 6% | 0% | 0% | 0% |
| Not Profiled | ||||||
| Jennison (11) | 8.82 | 40% | 40% | 15% | 5% | 0% |
| Loomis Sayles (11) | 8.82 | 84% | 16% | 0% | 0% | 0% |
| Not Rated | ||||||
| Capital Group (7) | NA | NA | NA | NA | NA | NA |
| Conning (2) | NA | NA | NA | NA | NA | NA |
| Russell Investments (3) | NA | NA | NA | NA | NA | NA |
NA = “Not Applicable”