Keyword: Liability driven investment

37 results found
Take LDI strategies to the next level

Trends in liability driven investing (LDI) continue to evolve as Canadian plan sponsors of all sizes put LDI strategies in place. Implementing these strategies has never been a simple exercise, because there are many factors to consider, including competing priorities.

Lessons learned in LDI

Liability driven investment (LDI) can help DB pension plans match their assets to their liabilities. But it’s not an approach adopted by every plan.

Add value with infrastructure bonds

Ultra-low yields in a potentially volatile global and domestic macroeconomic environment create a number of challenges for global pension plan sponsors—and 2012 will indeed be the year of difficult decisions.

  • By: David Frei
  • April 10, 2012 September 13, 2019
  • 13:45
Look to U.K. innovation for DB de-risking

U.K. plan sponsors have been on the de-risking journey for many years, with the majority of U.K. DB plans having now completed, or at least considered, some form of de-risking.

Canadian pensions focused on liabilities

Favourable market conditions from mid-2010 to roughly the same point in 2011 helped increase the value of assets managed by Canadian pension funds, endowments and foundations by approximately 10%, reports Greenwich Associates.

  • By: Staff
  • February 16, 2012 September 13, 2019
  • 13:54
Is low-volatility investing for you?

De-risking has become the holy grail of pension investment management.

  • By: Robin Pond
  • February 2, 2012 September 13, 2019
  • 13:38
Use of LDI strategies highest in 5 years: SEI

The number of pension plans adopting liability-driven investing (LDI) strategies has increased significantly since last year, reports SEI. According to SEI’s Global Quick Poll, which surveyed pension executives from the U.S., Canada, Netherlands and U.K., 63% of respondents said they now employ an LDI investment approach.

  • By: Staff
  • December 9, 2011 September 13, 2019
  • 11:01
Understanding ALM and LDI

Financial institutions use the acronym ALM to describe what is now referred to as LDI (liability driven investing) by the pension industry. Why are there two acronyms, and how do they differ?

Solutions to help mitigate risk and volatility

After enduring two equity market crashes in the past decade, most investors are now approaching risk management with renewed emphasis. In this new reality, pension plan sponsors are forced to assess the evolution of risk management techniques and current approaches to managing pension funding volatility. The bear market of 2000–2002 was a wake-up call to […]

Understanding LDI

The Benefits Canada 2011 ranking of the Top 100 Pension Funds paints an encouraging picture. With 97 of the listed funds posting increases in pension assets for the year, many plans are recovering nicely from the economic turmoil they faced just three years ago. Still, the funded status of the average Canadian pension plan was […]

  • By: Neil Faba
  • June 28, 2011 September 13, 2019
  • 13:41