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LDI Investment Process

Our investment approach has been created to help each client arrive at a solution that best fits their individual plan goals and risk tolerances. We have designed a flexible investment framework that embraces the ongoing needs of each plan from the discovery to the implementation phase.
  • Our LDI team partners with clients and their advisors to help them manage risk and try to reach their pension goals
  • This approach allows the team to develop customized portfolios to each client's goals and risks
  • The team utilizes a Pension Risk Management framework to manage the relative volatility of assets and liabilities
LDI Separate Account Capabilities
Investment Approach
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  • Quantify client risks and objectives


  • Customize client's pension portfolio


  • Construct the customized strategy

Ongoing review

  • Partner to help meet client objectives

Read more details about our customized framework and LDI capabilities

Contact Us

For more information on our LDI capabilities, please contact the LDI team