LDI Industry Providers: League Tables
Ten or more client ratings are needed for listing in league tables.
FOR THE FIF TH YEAR, the survey includes LDI vendor evaluations. Asset owners that use LDI were asked how they selected
their provider(s) and to rate them in various service categories.
Eleven vendors—BlackRock, Fidelity, Goldman Sachs, J.P.
Morgan, LGIMA, Loomis Sayles, NISA, PIMCO, Prudential,
Wellington, and Western Asset—received enough client evaluations to be analyzed in detail. League tables include the average
scores for the top five of these vendors in each category. In addition, Conning, Jennison, Northern Trust, and Standish Mellon
received enough responses to be mentioned, but not enough to
receive a written analysis.
Overall Offering
1 NISA Investment Advisors 4.73
2 Goldman Sachs Asset Management 4.65
2 Western Asset 4.65
4 PIMCO 4.64
5 Legal & General Investment Management America 4.60
Responsiveness
1 Western Asset 4.81
2 NISA Investment Advisors 4.80
3 PIMCO 4.65
3 Goldman Sachs Asset Management 4.65
5 Fidelity Institutional Asset Management 4.63
Timely Reporting
1 Western Asset 4.67
2 Fidelity Institutional Asset Management 4.60
2 Prudential 4.60
4 Goldman Sachs Asset Management 4.53
4 NISA Investment Advisors 4.53
Knowledge Sharing
1 Western Asset 4.66
2 NISA Investment Advisors 4.60
3 Goldman Sachs Asset Management 4.55
4 PIMCO 4.54
5 Fidelity Institutional Asset Management 4. 42
5 Prudential 4. 42
New Ideas and Solutions
1 NISA Investment Advisors 4.55
2 Western Asset 4.53
3 Goldman Sachs Asset Management 4. 45
4 PIMCO 4. 43
5 Fidelity Institutional Asset Management 4. 26
Accessibility to Investment Team
1 Western Asset 4.93
2 Legal & General Investment Management America 4.80
2 Prudential 4.80
4 NISA Investment Advisors 4.74
5 Goldman Sachs Asset Management 4.71
Funded Status Attribution
1 NISA Investment Advisors 4.69
2 Goldman Sachs Asset Management 4. 50
2 Loomis Sayles 4. 50
2 Prudential 4. 50
5 PIMCO 4. 39
