2020 Liability-Driven Investment Survey

Vendor Details


NISA Investment Advisors
www.nisa.com/

Summary of Offering

NISA is a leader in U.S. LDI and de-risking strategies for corporate DB pension plans. NISA’s risk-controlled style, ability to offer a high level of customization, market presence in long duration fixed income and derivatives, and extensive experience working with pension plans/their advisors makes it a compelling choice for pension risk management mandates. NISA has managed LDI strategies since inception in 1994 and LDI is at the core of its business. NISA prides itself on industry participation and providing value to clients beyond a traditional client/manager relationship where clients are encouraged to view NISA as an extension of internal staff.

Client Restrictions: None

Business Summary (as of 06/30/2020)

Total LDI clients 175
Total LDI mandates 231
Total LDI assets under management ($USD) $202,908MM

Regions With Active Mandates

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

Client Satisfaction

# of ratings/responses received 41

Satisfaction with Overall Offering

5 = Extremely satisfied 76%
4 22%
3 2%
2 0%
1 = Unsatisfied 0%

Average Satisfaction Scores by Category

Responsiveness to inquiries 4.68
Ability to meet risk management objectives 4.45
Provides new ideas and solutions 4.53
Is proactive and shares knowledge 4.61
Access to investment team 4.61
Timely/detailed status attribution 4.47
Performance report 4.45
NR = “Not Reported”
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