INSIGHTS

Topics of Interest

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

Private markets commitment pacing and cash flow modeling

Private markets investors are faced with the difficultly of estimating future exposures within their portfolios over a longer time horizon. An effective pacing model designed to manage investor target allocations is a key process for managing exposures accurately. In our current topic of interest, “Private markets commitment pacing and cash flow modeling”, we provide an… More

January 2019

Topics of Interest

Topics of Interest

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

EMD – an asset class grows up