Published ai-CIO.com December 13, 2020, the Liability-Driven Investing (LDI) Survey Reprint is now available in PDF,(Consisting of 24 pages).
The 2020 Liability-Driven Investing (LDI) Survey combines feedback from two surveys, one that took
stock of pension asset owners and a second that examined organizations offering liability management
and de-risking services. The asset owner survey gathered feedback on the LDI-related asset allocation,
risk management, and provider sourcing strategies employed by responding organizations and received a
total of 165 submissions. The service provider survey collected information related to the experience and
capabilities of each of the 11 respondents.
Data has been aggregated and organized around industry trends and provider summaries, which includes
asset owner satisfaction with various provider attributes/services. To qualify for satisfaction rankings,
providers needed to be rated by a minimum of 10 asset owners.