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Client Satisfaction Survey
Client Satisfaction Survey
Client Satisfaction Survey
What services does Vestcor provide to the plan(s) for which you are a Trustee, Director and/or Committee member?
*
Please Select One:
Administration Services, including only member communications and/or Board Support Services
Investment Management
Both, Investment Management and Administration Services
Reminder: Your answers should focus solely on Vestcor's services.
VESTCOR'S ADMINISTRATION SERVICES
How do you perceive the following
The quality of services provided to your plan members by Vestcor
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Excellent
Good
Neutral
Poor
Very Poor
The timeliness of services provided to your plan members by Vestcor
*
Excellent
Good
Neutral
Poor
Very Poor
The quality of communications provided to your plan members by Vestcor
*
Excellent
Good
Neutral
Poor
Very Poor
Not Applicable
The methods of communications offered to your plan members by Vestcor
*
Excellent
Good
Neutral
Poor
Very Poor
Not Applicable
Please rate your level of satisfaction with the following:
The content provided within Vestcor's Quarterly Administration Report
*
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
Not Applicable
Vestcor's presentation of the Vestcor Quarterly Administration Report
*
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
Not Applicable
Vestcor's ability to address questions and concerns related to administration services
*
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
Not Applicable
The services provided to your Board and/or pension committee by Vestcor
*
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
Not Applicable
Vestcor’s ability to meet your plan’s Key Performance Indicators (KPIs)
*
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
Not Applicable
Overall, how satisfied are you with Vestcor’s administration services?
Your overall level of satisfaction with Vestcor’s administration services:
*
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
VESTCOR'S INVESTMENT MANAGEMENT SERVICES
Please rate your level of satisfaction with the following:
The content provided within the Vestcor Quarterly Investment Report
*
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
Not Applicable
Vestcor’s presentation of Quarterly Investment Results
*
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
Not Applicable
Vestcor’s presentation of Market Updates
*
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
Not Applicable
Vestcor’s ability to address investment-related questions and concerns
*
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
Not Applicable
Please rate your level of agreement with the following:
Vestcor provides ad hoc timely market and/or portfolio updates when required
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Not Applicable
The content of ad hoc updates is appropriate and effective
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Not Applicable
The overall long-term returns of Vestcor’s investment funds have met our investment objectives
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Not Applicable
The overall observed long-term risk level of Vestcor’s investment funds have met our investment objectives
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Not Applicable
Vestcor provides an appropriate selection of investment strategies to allow us to meet our investment objectives
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Not Applicable
The investment policy and strategy advice provided by Vestcor have been proactive and appropriate for our specific situation
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Not Applicable
Vestcor clearly presents, describes, and discusses plan investment policy-related issues
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Not Applicable
Vestcor provides access to their investment team
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Not Applicable
Overall, how satisfied are you with Vestcor’s investment management services?
Your overall level of satisfaction with Vestcor’s investment management services:
*
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
GENERAL
Please rate your level of agreement with the following:
Vestcor's staff is knowledgeable
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Vestcor's staff understands my general needs and respond to them professionally
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Not Applicable
Vestcor's staff follows up to questions and requests in a timely manner
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Not Applicable
Vestcor education services are informative and timely, including educational sessions organized by Vestcor on behalf of your Board/Committee, educational reading material provided quarterly by Vestcor within your Board/Committee package, and Vestcor’s Client Forum
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Vestcor’s Annual Report provides transparent details on its operations
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
I would recommend Vestcor as a service provider to others
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Overall, how satisfied are you with Vestcor as a whole?
Your level of satisfaction with Vestcor as a whole:
*
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
Please answer the following questions with as much detail as you'd like. Your feedback is greatly appreciated.
What are key areas of satisfaction with Vestcor?
What are key areas of concern with Vestcor?
What suggestion(s) do you have for strengthening Vestcor’s services?
Overall, how do you perceive Vestcor?
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