2016 Liability-Driven Investment Survey

Vendor Ratings


J.P. Morgan Asset Management9 Responses

Overall Offering

Average Score 4.14 (+11.6% from 2015)
5 = Extremely satisfied 57%
4 14%
3 14%
2 14%
1 = Unsatisfied 0%

Average scores by category

Responsiveness to general inquiries 4.33
Timely performance reporting 4.44
New ideas and solutions 3.78
Knowledge sharing 4.22
Accessibility to investment team 4.33
Funded-status attribution 4.67

How/why J.P. Morgan was selected

Existing relationship 100%
Consultant recommendation 25%
Board/staff due diligence 63%
Complements another provider 13%

The 2016 Liability-Driven Investing (LDI) Survey was conducted from late August through October 8, and asked asset owners about their practices and views regarding funding, de-risking, and LDI strategies. Of all responses, 139 were identified as qualifying–i.e., by being from a senior investment official, with the authority and knowledge to answer LDI related questions, at a qualified fund. Results show trends as far back as six years, and are broken out by various fund attributes. A spreadsheet of the full set of unattributed survey responses is available for a fee. For more information, contact surveys@strategic-i.com.