Liability Driven Investment
Liability Driven Investment (LDI) is a popular and core risk management tool for pension schemes and insurance companies.
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 BMO Global Asset Management, as a leading LDI manager, 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.
Risk Disclaimer
The value of investments can go down as well as up as a result of market movements; changes in interest rates (and inflation expectations) and investors may get back less than the original amount invested. Gearing is used for investment purposes to obtain, increase or reduce exposure to an asset, index or investment. The use of gearing can enhance returns to investors in a rising market, but if the market falls the losses may be greater.
BMO Low Dependency Solutions
Find out more about our accurate and tailored low dependency solutions, designed for maximum efficiency, minimum governance burden and with full ESG integration.
BMO Trustee Training Programme
Upcoming events
LDI Investments Solutions Webinar
A quarterly webinar covering the latest LDI trends and market dynamics
Trustee Training Programme
Helping trustees navigate the complex landscape of pension scheme investing
2:30pm Thursday 23rd June 2022
LDI Investments Solutions Webinars
BMO Global Asset Management have established a strong reputation for innovation and putting clients at the heart of its solutions. This is supported by our leading approach to managing portfolio risk and integrating ESG capabilities into our LDI solutions.
Alex Soulsby, Head of Investment Solutions, EMEA
Want to find out more about our LDI offering? Get in touch with the team now.
Leading innovation for over a decade
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LDI Solutions
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
Literature
- A brief guide to LDI
- Your LDI Journey
- Tailored LDI brochure
- Passive LDI Funds
- Equity-Linked Dynamic LDI Funds
- Equity-Linked Bond Funds brochure
- Dynamic LDI Funds brochure
- BMO Global Low Duration Credit + LDI Fund Brochure
- What should an end-game investment strategy look like?
- BMO Low Dependency fund range
- BMO Cashflow Matching (Credit Only) LDI Fund
- BMO Liability Driven Investment Counterparty Engagement Report 2021
We commissioned a wide-ranging survey on LDI in conjunction with Mallowstreet, and asked some important questions. Are pension schemes satisfied with their LDI solutions? What issues are they encountering? And where can providers improve?
Read more or download the report now
