Liability Driven Investment
LDI is a popular and core risk management tool for pension schemes and insurance companies. Over the last fifteen years it has proven to be a successful strategy for reducing risk and funding level volatility. The market has evolved over the years with our capabilities remaining at the forefront of these developments. We are an innovative, award winning LDI manager with over 580 clients offering the full range of liability management and balance sheet solutions.
LDI is about putting a scheme’s liabilities at the heart of its investment strategy, in order to minimise adverse movements in the funding ratio.
Our history
2003
2013
2016
2011
2014
2003
2011
2013
2014
2016
Low dependency solutions
Our accurate and tailored low dependency solutions are designed for maximum efficiency, minimum governance burden and with full ESG integration.
LDI strategies
We offer the full range of LDI strategies and place great emphasis on innovation, having been first to market with a significant number of hedging strategies. Our experienced team considers each client and their requirements individually and is able to design tailored hedging solutions with an emphasis on flexibility and effectiveness as well as striking the appropriate balance between accuracy, governance and cost.
- Extensive range of pooled funds spanning traditional LDI, growth plus LDI, passive and dynamic investment strategies
- Sterling and Euro LDI solutions
- Full liability modelling and solution design capability
- Bespoke fund and segregated portfolios
- Derivative solutions expertise including equity and credit derivatives, options and FX hedging
- Passive funds to provide a low cost, flexible approach to hedging a scheme’s liabilities
- Full service portfolios to minimise client governance
LDI: Elections and market reform competing for attention
Euro LDI Survey – Q1 2024
New regulations for sterling denominated LDI funds
Euro LDI Survey – Q4 2023
Euro LDI Survey – Q3 2023
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About Us
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
Our Funds
Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.
Investment Options
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.