Liability Driven Investing Solutions (LDI)
Helping your organization meet its defined obligations through pooled and segregated solutions.
Customized portfolios are created upon a thorough understanding of your unique liability structure, appetite for risk, and funded status requirements. We work collaboratively with clients and consultants to gain an in-depth understanding of liability profiles and construct portfolios accordingly.
We have also worked extensively with clients to assist in their de-risking journeys through a variety of glidepath solutions. We can implement transitions based on funded status, market, and other triggers that best capture the timelines required by clients, and our sense of opportunity in the marketplace to make de-risking transitions work to the benefit of your portfolio.