Skip to main content
USA
 

Products

Liability Driven Investment

 

Many pension funds are currently faced with a dilemma. Fund assets have decreased due to the fall in equity markets. Pension liabilities have increased due to the fall in bond yields and improved longevity. At the same time regulatory and accounting changes (eg FRS17) have placed renewed pressure on pension funds to match more closely their assets to their liabilities.

This mismatch is a critical issue for both members and sponsors alike. How do pension funds better match assets with liabilities, while at the same time earning sufficient returns to close the funding deficit? Our innovative liability driven investment approach is designed to help them achieve this.

Key selling points

  • Implementing a tailored portfolio, matching a client's liability profile
  • Highly experienced specialist investment teams in all asset classes
  • Established derivative capabilities
  • Providing innovative solutions to the pension industry