Liability Driven Investment

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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 450 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 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)

“Liability Driven Investment (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.”

Alex Soulsby, Head of Investment Solutions, EMEA

Leading innovation for over a decade.

2003

1st Pension scheme LDI hedge

2013

1st transition fund for LDI

2016

1st Equity-linked Dynamic LDI fund

2011

1st Dynamic LDI hedging strategy

2014

1st transition from LDI fund to buy-out provider
2003
1st Pension scheme LDI hedge
2011
1st Dynamic LDI hedging strategy
2013
1st transition fund for LDI
2014
1st transition from LDI fund to buy-out provider
2016
1st Equity-linked Dynamic LDI fund
Pensions and Investment Awards
Pensions and Investment Awards
Pensions and Investment Awards
Pensions and Investment Awards
Pensions and Investment Awards
Pensions and Investment Awards
European Pensions Awards
European Pensions Awards
Professional Pensions Investment Awards
Professional Pensions Investment Awards
LAPF Investments Awards
Irish Pensions Awards icon
Irish Pensions Awards icon
Irish Pensions Awards icon
Financial News Asset Management Awards Europe

Past performance is not a guide to future performance. 

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