individual-investor

Liability-driven investments (LDI)

These are multi-manager investments 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.

Return to investment strategies

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.

Pension risk management with liability-driven investing

Our solution is designed to improve your total portfolio outcome

Explore liability-driven investing

10-15 Year STRIPS Fixed Income

This investment 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 Index.¹

¹ Separate Trading of Registered Interest and Principal of Securities

14-Year LDI Fixed Income

This investment 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

This investment 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

This investment 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

This investment 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

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

We provide efficient investment solutions for:

Partner with us

Get in touch with us through this form, and we'll reach out to you.

Your information is never shared with third parties. Read our Privacy Statement.

* Asterisks indicate required fields.