2018 Liability-Driven Investment Survey

Vendor Details


Wellington Management

Overall offering

5 = Extremely satisfied 40%
4 33%
3 27%
2 0%
1 = Unsatisfied 0%

Average scores by category

Responsiveness 4.29
Timely reporting 4.14
New ideas 3.82
Knowledge sharing 4.12
Accessibility 4.27
Funded status attribution 3.92

Comment

One of the only LDI providers to have increased scores in most categories compared to a year ago, Wellington breaks into the league tables and can now boast a top five rating for investment team accessibility. Its clients also give the firm a commendable score of 4.29 out of 5.00 for responsiveness to general inquiries, and its score of 4.12 for knowledge sharing is just out of top five territory. Satisfaction with Wellington’s overall offering is slightly improved, which is more than most other providers can say.