Attachment_4_Table_-_Fixed_Income_-.xlsx

XLSX spreadsheet 20 KB Posted

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Fixed Income Investment Management Services (LDI)
Solicitation number
PBGC01-RP-17-0014
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Attachment 4 Table - Fixed Income

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Table1

Enter Firm Name in Cell B1Firm Name
12/31/1612/31/1512/31/1412/31/1312/31/1212/31/11
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 B1Firm Name
Employees12/31/1612/31/1512/31/1412/31/1312/31/12
Operational Risk Assessment Staff00000
Executive Mgmt. (non-invest. staff)00000
Marketing/Client Service00000
Back Office00000
IT00000
Administrative (HR & LD)00000
Other: Specify00000
TOTAL EMPLOYEES00000

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

Table3

Enter Firm Name in Cell B1Firm Name
Location12/31/1612/31/1512/31/1412/31/1312/31/1212/31/11
City, State, Country

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

Sheet1

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