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Liability Driven Investing (LDI) Strategies

We have a long track record and broad team experience in LDI investing. Key team members have been involved in implementing, managing, and researching LDI strategies for over 30 years. We offer multiple, customized LDI solutions for institutional clients and currently manage LDI Plus (active style, with leverage) and LDI (passive style, no leverage) for large Multi-National Corporate Pension Plans.

Portfolio Attributes

Inception Date 1/1/2018
Benchmark Customized to liabilities

Portfolio Managers Industry Start Date

  • David Torchia
    Managing Director, Senior Portfolio Manager—Multi Asset Credit Strategies, Investment Grade Corporates Sector Manager

    1984

  • Roger Lavan
    Portfolio Manager—Multi-Asset Credit Strategies, Securitized Products Sector Manager

    1985

  • David Scott
    Portfolio Manager—Multi-Asset Credit Strategies, Developed Markets Sector Manager

    1983

  • Simon Lau, CFA
    Portfolio Manager—Multi-Asset Credit Strategies, Developed Markets Sector Manager

    2006

Documents

Important risk considerations

Credit & Interest: Debt instruments are subject to various risks, including credit and interest rate risk. The issuer of a debt security may fail to make interest and/or principal payments. Values of debt instruments may rise or fall in response to changes in interest rates, and this risk may be enhanced with longer-term maturities.

Investment Risk: Investing is subject to risk, including the risk of possible loss of principal.