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 ten 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, a leading LDI manager, remaining at the forefront of these developments. We are an innovative, award winning LDI manager with over 500 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.
Find out more about our accurate and tailored low dependency solutions, designed for maximum efficiency, minimum governance burden and with full ESG integration.
BMO Global Asset Management have established a strong reputation for innovation* and putting clients at the heart of its solutions.** This is supported by the fact we won more new mandates than any other LDI manager in 2017.***
*Ranked 1st for ‘innovation and product solutions’, Greenwich Associates 2016 UK Investment Consultant Survey.
**Ranked 1st for ‘meeting client objectives over past 2-3 years’, Greenwich Associates 2016 UK Institutional Investors Survey.
***45% of new LDI mandates implemented in the UK in 2017, XPS Investment annual survey 2018.
This video was produced before the fund renaming and may reference the old fund name(s)
Alex Soulsby, Head of Investment Solutions, EMEA
Jonathan Smith, Director, Client Portfolio Manager, looks at what lies ahead for the LDI market in 2020, including the ongoing reform of RPI, and how the evolution of end game strategies is going to shape the LDI manager of the future.
1st Pension scheme LDI hedge
1st Pension scheme LDI hedge
Past performance is not a guide to future performance.
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.
