GlobalEMDFirmLvlTechEvalQstnrTable.xlsx

XLSX spreadsheet 19 KB Posted

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Fixed Income Legacy Investment Management Services
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PBGC01-RP-15-0008
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GlobalEMDFirmLvlTechEvalQstnrTable

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Table1

Enter Firm Name in Cell B1
9/30/1412/31/1312/31/1212/31/1112/31/1012/31/09
Total assets under management (all Fixed Income products, U.S. $ in mils.)
Total Fixed Income AUM, U.S. ($ in mils.)
Total Fixed Income US Public Pensions AUM (all Fixed Income products, U.S. $ in mils.)
Total Fixed Income US Corporate Pensions AUM (all Fixed Income products, U.S. $ in mils.)
Total Fixed Income AUM in separate accounts that are $50M or greater in size (all Fixed Income products, U.S. $ in mils.)
Average Fixed Income Account Size
# FI Accounts gained
$ FI Gained
# FI Accounts lost
$ FI Lost

&F &A &12Attachment 7 Tables &T &D

Table2

Enter Firm Name in Cell B1
Employees9/30/1412/31/1312/31/1212/31/1112/31/1012/31/09
Operational Risk Assessment Staff
Executive Mgmt. (non-invest. staff)
Marketing/Client Service
Back Office
IT
Administrative
Other: Specify
TOTAL EMPLOYEES

&F &A &12Attachment 7 Tables &T &D

Table3

Enter Firm Name in Cell B1
Location9/30/144163912/31/1212/31/1112/31/1012/31/09
City, State, Country

&F &A &12Attachment 7 Tables &T &D

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