2016 Liability-Driven Investment Survey

Vendor Ratings


NISA Investment Advisors26 Responses

Overall Offering

Average Score 4.47 (-6.3% from 2015)
5 = Extremely satisfied 53%
4 40%
3 7%
2 0%
1 = Unsatisfied 0%

Average scores by category

Responsiveness to general inquiries 4.69
Timely performance reporting 4.54
New ideas and solutions 4.38
Knowledge sharing 4.50
Accessibility to investment team 4.58
Funded-status attribution 4.00

How/why NISA was selected

Existing relationship 26%
Consultant recommendation 61%
Board/staff due diligence 65%
Complements another provider 26%

It’s not surprising where the industry legend shines: Around its people. NISA earns solid marks for “accessibility to investment team” (4.58) and “responsiveness to general inquiries” (4.69), but with ratings down from the prior year again, the specialist has fallen mid-pack in 2016’s league tables. If plan sponsors weren’t as generous in scoring as they were in 2015, it’s impressive that NISA attracted nearly a quarter more responses than the next firm in the survey, with more than half being “extremely satisfied.” Plus, the LDI stalwart that once celebrated its cloistered status in St. Louis has made deeper in-roads among consultants and boards.

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