2017 Liability-Driven Investment Survey

Vendor Ratings


Legal & General Investment Management America26 Responses

Overall Offering

Average Score 4.60 (+10.3% from 2016)
5 = Extremely satisfied 60%
4 40%
3 0%
2 0%
1 = Unsatisfied 0%

Average scores by category

Responsiveness to general inquiries 4.50
Timely performance reporting 4.10
New ideas and solutions 4.11
Knowledge sharing 4.30
Accessibility to investment team 4.80
Funded-status attribution 4.25

How/why LGIMA was selected

Existing relationship 13%
Consultant recommendation 50%
Board/staff due diligence 63%
Other 38%

LGIMA saw a dip in overall satisfaction scores for the past couple of years, but in 2017, the firm appears to be very much back on track. In fact, this year’s satisfaction with LGIMA’s overall offering is high enough for a top five finish in that category. Accessibility to the firm’s investment team is a strong suit for LGIMA, where clients give the firm an impressive 4.80 out of 5.00 and a second place finish overall. Scores improved this year in just about every survey category, and nowhere does the firm drop below a 4.00 out of 5.00 score from clients.

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