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Liability-driven investing

Innovative LDI solutions and the ability to partner with plan sponsors at ALL stages of plan design and implementation

Our edge in ldi

Our client solutions draw on multi-asset skill within a distinctively collaborative environment

  • Fixed income expertise in rates, credit, securitized, and derivative markets
  • Deep fundamental credit research enhanced by equity investor perspectives
  • Specialist trading resources to help support liquidity needs
  • Actuaries who translate liability cash flows into practical investment ideas
  • Experience managing full pension solutions and implementing glidepath approaches

Ldi alerts

Everything you want to know about ldi

Members of our LDI Team offer a primer on the nuts and bolts of liability-driven investing as well as more advanced concepts and best practices — all in 30 minutes.

Featured research and implementation ideas

Get white papers, webcasts and alerts delivered to you.

How do we work with you?

We partner with plan sponsors at all stages of the LDI process, tapping the full breadth of Wellington’s capabilities.

1. Custom research and consultation

Liability cash-flow analysis

Asset/liability studies

Glidepath construction

2. Investments for a broad range of objectives

Liability matching

Long-duration

  • Long credit/corporate
  • Long government/corporate
  • STRIPS

Absolute return plus long bonds

Cash balance

Return-seeking: Bridge

Listed infrastructure

Low-volatility equity

Opportunistic fixed income

Multisector credit

Return seeking: Core

Active equity

  • US
  • Global
  • Emerging market

Absolute return strategies

3. LDI portfolio construction

Custom LDI benchmarks

Completion management

Cash bond portfolios with derivative overlays

Cash-flow driven investment (CDI)

Dynamic pension management

This is for illustrative purposes only and is not an investment recommendation. This is not an all-inclusive list of approaches that may fit the stated theme. Investing involves risk, and an investment in an approach could lose money.

Meet our ldi team

LDI team chair

Amy Trainor

Amy Trainor

, FSA

LDI Team Chair, Multi-Asset Strategist & Portfolio Manager

28 years of professional experience, including roles at Hewitt Associates (Aon Hewitt) and Towers Perrin (Willis Towers Watson)

Amy helps corporate pension sponsors set strategic asset allocation policy. She also manages customised multi-asset portfolios, including glidepath approaches. She partners with the Fixed Income team to implement LDI solutions.

  • Fellow of the Society of Actuaries (FSA)
  • Chair of Wellington’s Retirement Benefit Plans Oversight Committee and a member of the Corporate Governance Committee

Long-duration bond managers

stjohn-scott-150x150

Scott St. John

, CFA

Portfolio Manager, Long-Duration Fixed Income
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Joe Marvan

, CFA

Portfolio Manager, Long-Duration Fixed Income
jeremy forster

Jeremy Forster

Portfolio Manager

Portfolio management resources

Connor Fitzgerald

Connor Fitzgerald

, CFA

Portfolio Manager
Schuyler Reece

Schuyler Reece, CFA

Portfolio Manager
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Sean Lamkin, CFA

Portfolio Manager
Campe Goodman

Campe Goodman

, CFA

Portfolio Manager
burn-robert-316x316

Rob Burn

, CFA

Portfolio Manager
piccuirro-marc

Marc Piccuirro

, CFA

Portfolio Manager

Other team members

Actuarial & quant resources

louis liu

Louis Liu

, CFA, ASA, MAAA

ALM & Regulatory Capital Strategist
Brendan Fludder

Brendan Fludder

, CFA

Research Manager
li-mi-300x300

Mi Li

, CFA, FSA

Fixed Income Quantitative Analyst

LDI portfolio construction 

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Jake Brown

, CFA

Investment Director
Sullivan-Sean.jpg

Sean Sullivan

Investment Specialist
Jacqueline Yang

Jacqueline Yang

, CFA

Investment Strategy Analyst

Client & consultant views

randolph-ryan

Ryan Randolph

Director, Corporate Pension Strategies
brendan mackenzie

Brendan MacKenzie

, CFA

Consultant Relations Manager
Amy  Morse

Amy Morse

, CFA

Director, Pensions Strategy
nykiel-tracey

Tracey Nykiel

Consultant Relations Manager

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