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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

Our foundational philosophy on constructing liability-hedging and return-seeking portfolios

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1347909256
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Liability-hedging diversifiers: What’s on your pension’s playlist?

Corporate pensions moving closer to their end state may benefit from more diversified liability-hedging allocations. To help, LDI Team Chair Amy Trainor offers a liability-hedging diversifiers “playlist” — a set of asset classes and strategies that may harmonize well with a variety of objectives, from downside mitigation to long-term outperformance versus long corporate bonds.

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Whitepaper
2024-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
return seeking portfolio construction
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Return-seeking portfolio construction: Renovations for a new market regime
Amid major shifts in economic and market conditions, members of our LDI Team offer their latest views on return-seeking assets, including the role of defensive and diversifying strategies.
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Article
2023-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

randolph-ryan

Ryan Randolph

Director of Corporate Pension Strategies and Relationship Manager

Let's talk LDI

To learn more about our LDI capabilities and offerings, please contact us.