2020 Liability-Driven Investment Survey

Vendor Details


Conning
www.conning.com

Summary of Offering

The cornerstone of Conning’s LDI philosophy is disciplined pension risk management. It believes that a robust LDI strategy should have a clear understanding of its risk appetite in order to develop a risk budget that reflects the considerations of the plan’s various stakeholders, anticipated contribution amounts and where the plan may be in its de-risking glidepath. As a result, it believes each plan requires a customized solution that addresses its unique needs.

Client Restrictions: Not Reported

Business Summary (as of 06/30/2020)

Total LDI clients 7
Total LDI mandates 7
Total LDI assets under management ($USD) $805MM

Regions With Active Mandates

U.S. NR
Canada NR
U.K. NR
Continental Europe and Republic of Ireland NR
Asia NR
Australia NR
All other locations NR

Client Satisfaction

# of ratings/responses received NR

Satisfaction with Overall Offering

5 = Extremely satisfied NR
4 NR
3 NR
2 NR
1 = Unsatisfied NR

Average Satisfaction Scores by Category

Responsiveness to inquiries NR
Ability to meet risk management objectives NR
Provides new ideas and solutions NR
Is proactive and shares knowledge NR
Access to investment team NR
Timely/detailed status attribution NR
Performance report NR
NR = “Not Reported”
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