Customized LDI Solutions | Russell Investments

LDI implementation: One size does not fit all

Different solutions for different stages. LDI implementation needs are just as varied as the plans themselves. Learn more about these customized LDI solutions.

By Greg Nordquist, CFA

Defined benefit plans following a liability-driven investing (LDI) strategy often look to an LDI completion manager to oversee the program. In our experience, there is a wide range of suitable approaches depending on the plan' specific situation and objectives. A one-size-fits-all solution to liability hedging would be inappropriate and potentially more complex and/or costly than a customized program. Russell Investments' flexible implementation platform and broader actuarial and advisory capabilities offer clients a robust range of solutions in this space. Our approach is to provide a range of LDI solutions tailored to a client's current situation and to evolve as those needs progress.

This Strategy Spotlight paper discusses the LDI needs and highlights the appropriate solutions for each stage that plan sponsors typically fall into: early, middle, and late.

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Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.