- Introduction & Methodology
- Industry Trends
- Respondent Profile
- Defined Benefit Plans
- Portfolio Characteristics
- LDI Usage
- Vendor Ratings
- Service Satisfaction
- Top 5 Listings
- Vendor Details
- BlackRock, Inc.
- Capital Group
- Conning
- Dodge & Cox
- Fidelity Investments
- Goldman Sachs Asset Management
- Insight Investment
- LGIM America1
- NISA Investment Advisors, LLC
- PIMCO
- PGIM Fixed Income
- Russell Investments
- Wellington Management Company, LLP
- Western Asset Management Company, LLC
Past Surveys
Vendor Details
LGIM America1
https://www.lgima.com
Summary of Offering
Legal & General Investment Management (LGIM) America specializes in designing and delivering customized LDI solutions to pension plans. The firm structures customized LDI solutions for its clients by acting as an objective-based investor, seeking to minimize funded status volatility and shape funded status outcomes. LGIM America focuses on partnering with plan sponsors and their advisers to understand strategic plan objectives and constraints, which allows it to design and construct LDI solutions tailored to a client’s specific situation.
Client Restrictions: Yes – contact provider for details
Business Summary (as of 06/30/2021)
| LDI clients as of 06/30/2021: | 238 |
| LDI mandates as of 06/30/2021: | 238 |
| LDI assets under management ($USD) as of 06/30/2021: | $86.5B |
Regions With Active Mandates
| US | |
| Canada | |
| UK | |
| Continental Europe and Republic of Ireland | |
| Asia | |
| Australia | |
| All other locations |
Client Satisfaction
| # of ratings/responses received | 21 |
Satisfaction With Overall Offering
| Very Satisfied (9s and 10s) | 40% |
| Mostly Satisfied (7s and 8s) | 40% |
| Somewhat Satisfied (5s and 6s) | 15% |
| Only a Little Satisfied (3s and 4s) | 5% |
| Dissatisfied ( < 2) | 0% |
Average Satisfaction Scores by Category
| Is responsive to general inquiries | 8.80 |
| Meets objectives related to risk and return | 8.20 |
| Proactively provides new ideas/solutions and shares knowledge | 8.05 |
| Estimates daily liability | 8.13 |
| Has accessible investment team | 8.65 |
| Provides timely and detailed funded status attribution | 8.67 |
| Provides timely performance reporting | 9.05 |
| Offers daily interest rate hedge ratio estimation | 8.07 |
| Customizes portfolio to specific client needs | 8.95 |
NR = “Not Reported”
1 = LGIM America is the brand name for Legal & General Investment Management America, Inc., a U.S. registered investment adviser.
1 = LGIM America is the brand name for Legal & General Investment Management America, Inc., a U.S. registered investment adviser.