INSIGHTS

Topics of Interest

LDI Glide Path Creation

Our latest Topics of Interest paper on LDI glide path creation seeks to explain the methodology and considerations of building a glide path for a pension plan. It addresses the following points: How much of the plan’s allocation should be deployed in an LDI strategy? How do we align a glide path with the plan’s… More

June 2019

A Practical Understanding of LDI

LDI – or liability-driven-investing, involves defining risk relative to the objective of paying liabilities, rather than the objective of maximizing total return. For corporate pension plans, LDI can be an effective way to reduce the range of outcomes in funded status, which has particular appeal given the asymmetric trade-off associated with a declining funded status… More

May 2019

Topics of Interest

Topics of Interest

LDI Glide Path Creation

A Practical Understanding of LDI

Private markets commitment pacing and cash flow modeling

Building effective private market portfolios

Building better currency portfolios

A different approach to currency investing

The cost of not hedging foreign currency

Introduction to required return