- A successful LDI solution requires closely aligning the asset strategy with detailed liability analysis.
- Each client is unique, requiring a customized asset allocation solution. While using all available investment tools, the primary investment vehicle should be the cash bonds that are most highly correlated with the liabilities.
- Liability analysis, combined with client guidelines and objectives, drives the tactical and strategic asset allocation.
- The LDI framework is an iterative process that re-evaluates the optimal liability hedge given changing market conditions. This is done through regular consultation between the client and portfolio managers and client service professionals.
March 2013 - In our latest commentary, our Senior Investment Professionals share a statistical and qualitative review at Q1 2013 & Outlook for 2013.
May 2013 - In our latest whitepaper, we discuss our approach which positions LDI portfolios to benefit from both both rising rates and a shortage of long duration corporate bonds.
Our Investment Process
Standish Liability Driven Investing solutions are based on the sponsor's unique objectives. Our portfolio managers work closely with our investment actuaries and third parties to develop a custom solution.
|1 Assess Situation||2 Develop LDI Solution||3 Implement LDI Solution||4 Monitor LDI Solution|
For more information on Liability-Driven Investing, please contact Chris Austin at firstname.lastname@example.org