CIO’s Transition Management, LDI Surveys Extended

The CIO Transition Management and LDI Surveys have been extended to Sept. 20.

Transitions remain a central part of managing portfolios. To help asset managers understand practices and problems with the transition management industry, we have just launched our annual Transition Management (TM) Survey—the industry’s leading summary of TM trends and vendor experience/capabilities. The survey is open to investment managers of all sizes who oversee corporate/non-profit asset pools (i.e., defined benefit plans, endowments, foundations, etc.), including domestic, foreign, and global pools.

To help us—and hopefully by extension, yourself—please take a few minutes to fill out the questionnaire using the link here.

Readers of CIO’s Alert likely appreciate how important Liability Driven Investment (LDI) can be in helping pensions minimize volatility and balance sheet risk. It’s for this reason that we run what is one of the industry’s leading surveys on LDI practices and vendor experience/capabilities. The survey is open to investment managers of all sizes who oversee corporate/non-profit asset pools (i.e., defined benefit plans, endowments, foundations, etc.), including domestic, foreign, and global pools.

To help us—and hopefully by extension, yourself—please take a few minutes to fill out the questionnaire using the link below:

https://strategici.iad1.qualtrics.com/jfe/form/SV_1N8eMJ2wacDXUCF?pcl=KCH626

The deadline for response for both surveys is Sept. 20, but please consider responding today. Respondents will also have the option to complete our annual Transition Management Survey. Each survey is approximately 25 questions long and will take 10 minutes to complete. All responses are confidential and will only be reported in aggregate. All responses are confidential and will only be reported in aggregate. Please contact Brian O’Keefe for additional information or questions on these surveys.