Liability Driven Investment
Liability Driven Investment (LDI) is a popular and core risk management tool for pension schemes and insurance companies. Over the last fifteen years it has proven to be a successful strategy for reducing risk and funding level volatility. The market has evolved over the years with our capabilities remaining at the forefront of these developments. We are an innovative, award winning LDI manager with over 580 clients offering the full range of liability management and balance sheet solutions.
CT Low Dependency Solutions
Find out more about our accurate and tailored low dependency solutions, designed for maximum efficiency, minimum governance burden and with full ESG integration.
CT Trustee Training Programme
We support new and experienced trustees with our series of interactive, live training sessions designed to help expand your investment knowledge through the year.
Liability Driven Investment (LDI) is about putting a scheme’s liabilities at the heart of its investment strategy, in order to minimise adverse movements in the funding ratio.
2003
2011
2013
2014
2016
LDI Solutions
We offer the full range of LDI strategies and place great emphasis on innovation, having been first to market with a significant number of hedging strategies. Our experienced team considers each client and their requirements individually and is able to design tailored hedging solutions with an emphasis on flexibility and effectiveness as well as striking the appropriate balance between accuracy, governance and cost.
- Extensive range of pooled funds spanning traditional LDI, growth plus LDI, passive and dynamic investment strategies
- Sterling and Euro LDI solutions
- Full liability modelling and solution design capability
- Bespoke fund and segregated portfolios
- Derivative solutions expertise including equity and credit derivatives, options and FX hedging
- Passive funds to provide a low cost, flexible approach to hedging a scheme’s liabilities
- Full service portfolios to minimise client governance
Euro LDI Survey – Q3 2023
You may also like
About Us
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
Our Funds
Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.
Investment Options
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.