Liability Driven Investing

Liability Driven Investing

Liability Driven Investing (LDI), whereby an investment strategy is set with explicit reference to a pension scheme’s liabilities, fundamentally underpins Investment Solutions holistic approach to pension scheme investment management. We see three key steps:

1. Understanding the drivers/risks of the scheme's liabilities.
2. Identify which drivers/risks can be minimised and agree objectives.
3. Decide on the allocation to growth and protection assets to achieve the agreed objectives. 

Utilising our investment platform and funding level reporting enables a pension scheme and their advisers to better manage their assets and reduce the impact of changes in their liability position.
 
Investment Solutions provides all the tools to enable clients to better manage their pension scheme assets, enabling a better understanding of their specific risks and the ability to delegate some or all of the investment decisions.