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Kristina O’Gannon
- Director of Corporate Pension Strategies and Business Development Manager
United States, Institutional
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Partnering with corporate plans on LDI solutions
Each corporate plan has unique challenges. Our dedicated LDI team of actuaries, multi-asset strategists, and fixed income investors consults with plans on the design and implementation of plan-specific solutions, bringing to bear innovative research and investment ideas.
We combine this deep LDI specialization with our firm’s multi-asset capabilities, including a full spectrum of investments for liability-matching and return-seeking allocations.
Visit our LDI page to meet our team and access our latest research.
Featured research and implementation ideas
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Insights Posts
Article
20 min
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Choose your own adventure: How to make the most of pension surplus
With many corporate pensions seeing funded ratios improve, questions about how best to invest surplus assets are on the rise. To provide some answers, members of our LDI Team offer a framework with three possible paths and insights on investment best practices for each.
event
20 min
Article
2027-01-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
13 min
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
LDI in 2026: 10 questions corporate plan sponsors are asking
Members of our LDI Team address a range of topics that US corporate plans will be thinking about in 2026, from benchmark choices to liability-hedging and return-seeking investment ideas.
Multiple authors
event
13 min
Article
2027-01-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
18 min
Active management
Fixed income
DB Private Program
Liability-driven investing
Asset allocation
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Corporate versus credit indices: What’s the best match for liability-driven investing?
When selecting benchmarks for LDI needs, corporate DB plan sponsors often ask about the differences between investment-grade corporate and credit indices. In this paper, we compare the composition and performance of corporate and credit indices, as well as intermediate and long maturity indices, and we offer insights on choosing indices that fit a plan’s liability.
Multiple authors
event
18 min
Article
2026-09-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
17 min
Liquid alternatives & hedge funds
Strategic allocation
Private equity
DB Private Program
Privates
Private investing
Liability-driven investing
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Allocating to alternatives: A role-based guide for corporate DB plans
For corporate plan sponsors thinking about weaving hedge funds and private equity into their portfolios, we offer this brief guide to the potential benefits and key considerations when establishing an allocation, including liquidity stress testing.
Multiple authors
event
17 min
Article
2027-06-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
6 min
Fixed income
LDI Alert
Liability-driven investing
DB Private Program
iStrat
Strategic allocation
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The high cost of unfunded duration — and some hope on the horizon
With many corporate DB plans thinking about managing their hedge ratios, members of our LDI Team explain the high cost of synthetic duration, how plans might want to think about this issue when targeting a specific duration profile, and why costs could improve over time.
Multiple authors
event
6 min
Article
2026-03-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
6 min
LDI Alert
Macro and market
Asset allocation
DB Private Program
Private pension (DB)
iStrat
Multi-asset
Strategic allocation
Liability-driven investing
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Flipping the script: Our updated market outlook and the derisking/rerisking decision
Members of our LDI Team share an unusual outlook for equities and bonds and explain what it could mean for US corporate pension plans contemplating either derisking or rerisking moves from here.
event
6 min
Article
2026-02-28
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
12 min
Liability-driven investing
Multi-asset
Strategic allocation
DB Private Program
iStrat
Private pension (DB)
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
LDI in 2025: Ten questions corporate plan sponsors are asking
Members of our LDI Team address a range of topics that US corporate plans will be thinking about this year, from pension funding and accounting issues to portfolio diversification opportunities.
event
12 min
Article
2026-01-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Whitepaper
16 min
Liability-driven investing
Strategic allocation
Regulatory
DB Private Program
Multi-asset
Whitepaper
iStrat
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Setting ROAs for 2025: A guide for US corporate and public plans
How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.
Multiple authors
event
16 min
Whitepaper
2025-11-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
5 min
Liability-driven investing
Risk management
Tactical allocation
iStrat
Private pension (DB)
Multi-asset
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Why more corporate plans should pass on pension risk transfers
LDI Team Chair Amy Trainor explains why she believes a pension risk transfer may, in many cases, not be the best choice for fully funded plans from a cost/benefit standpoint.
event
5 min
Article
2025-11-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Whitepaper
25 min
Liability-driven investing
Portfolio construction
DB Private Program
iStrat
Equity
Fixed income
Whitepaper
Tactical allocation
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Extra credit for corporate plans: Advanced topics in LDI implementation
To help corporate DB plans refine their liability-hedging strategies, members of our LDI Team take a deep dive on 3 key liability risks and offer ideas to help improve the design of hedging portfolios.
event
25 min
Whitepaper
2026-08-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
9 min
Private investing
iStrat
Strategic allocation
Article
Investment Grade Private Credit
Americas
Liability-driven investing
Private credit
DB Private Program
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Private placements: A primer for corporate DB plans preparing to derisk
With many corporate DB plans exploring derisking opportunities, Portfolio Manager Elisabeth Perenick and Multi-Asset Strategist Amy Trainor discuss the potential role that private investment-grade credit, or private placements, could play and consider common questions about liquidity and allocation sizing.
event
9 min
Article
2025-08-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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