FUNDS AND STRATEGIES

Liability-Driven Investment Funds

These are multi-manager funds aimed to provide investors with the potential to reduce DB pension funded status volatility through exposure to high quality, mostly corporate bonds which closely match those found in discount curves used to value U.S. pension liabilities. They provide a closer credit quality and cash flow match versus liabilities that can be achieved through a single long credit strategy.

Managing a pension program is more challenging than ever. Pension reform, funding issues, accounting reform, manager selection—these all impact your plan and your organization's bottom line. Contributions are likely to rise as new funding thresholds are imposed. Achieving plan goals requires attention to funded status and total plan returns. You must understand the risks and set your investment strategy accordingly. We can help you decide what's right for your plan. We've developed a holistic approach for defined benefit plans. Our investment outsourcing solutions provide you with a truly dynamic approach to managing your pension plan that links your investment strategy to your organization's goals.

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Pension risk management with liability-driven investing

Our solution is designed to improve your total portfolio outcome

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Explore liability-driven investing

10-15 Year STRIPS Fixed Income Fund

The fund seeks to provide duration exposure through investments in an optimized subset of the STRIPS universe with a similar duration profile as the Bloomberg U.S. Treasury STRIPS 10-15 Years Index¹.

¹ Separate Trading of Registered Interest and Principal of Securities

14-Year LDI Fixed Income Fund

The 14-Year LDI Fixed Income Fund seeks to modestly outperform its respective index by combining diversified advisor styles and strategies over a full market cycle.

15-20 Year STRIPS Fixed Income Fund

Seeks to provide duration exposure through investments in an optimized subset of the STRIPS universe with a similar duration profile as the Bloomberg U.S. Treasury STRIPS 15-20 Years Index¹.

¹ Separate Trading of Registered Interest and Principal of Securities

25+ Year STRIPS Fixed Income Fund

Seeks to provide duration and Treasury exposure by investing in an optimized subset of the STRIPS universe with a similar duration profile as the Bloomberg U.S. Treasury STRIPS 25+ Years Index¹.

¹ Separate Trading of Registered Interest and Principal of Securities

Long Duration Fixed Income Fund

Seeks to provide current income and capital appreciation. Aims to outperform the Bloomberg U.S. Long Government/Credit Bond Index over a full market cycle.

8-Year LDI Fixed Income Fund

Seeks to modestly outperform its respective index by combining diversified advisor styles and strategies over a full market cycle.

CLIENT STORIES

What does our liability-driven investing approach look like?

There’s no one-size-fits all approach to LDI. The following are real-world examples we’ve implemented for these clients:


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A bespoke de-risking glidepath helped this plan improve funded status by 52%

Read the story and results

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A custom LDI-based approach helped improve client funded status over 5%

Find out how we helped improve funded status

Manage the risk that your pension plan will not be able to fulfill the pension promise made to employees and pensioners. Let us design a custom LDI solution to help lower funded status volatility and reduce the risk the plan places on company financials.

We provide efficient investment solutions for:


Defined benefit plans   Defined contribution plans   Non-profits   Healthcare systems

 

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