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Wealth Management
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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Individual
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
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Liability Driven Investing (LDI)

 
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Liability Driven Investments provides plan sponsors the opportunity to understand and manage the risk inherent in their pension

LDI is an investment framework of managing defined benefit assets relative to the pension plan's liabilities. Within this framework, liabilities become the benchmark and the reference point in assessing the plan's portfolio risk and return characteristics. The investment objectives under LDI may vary but, typically, include aligning asset-liability interest rate sensitivity and/or generating rates of return consistent with, or in excess of, the plan's liabilities.

As pension plan sponsors embrace a Liability Driven Investing (LDI) strategy, they must familiarize themselves with the various approaches available to implement such a strategy. The key decisions plan sponsors must consider are how and when to implement an LDI strategy. Read our in-depth analysis on LDI implementation in our latest research paper.

The Pension Liability Equation/LDI Podcast
Pension Plan sponsors in Europe and North America are looking for alternatives to traditional pension management strategies. A host of issues are prompting plan sponsors to seek out new solutions with the potential to relieve the pressure building on their funds. Listen to this podcast to find out more about trends in the use of liability driven investment strategies. Listen now.

 

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Investment Products and Services are:

Not FDIC INSURED; May lose value; No bank guarantee