2008 Liability Driven Investing Conference

A FREE one-and-a-half day conference for pension plan sponsors, endowments, foundations & pension fund consultants

Liability driven investing isn’t just a catchphrase anymore. The number of pension plans looking to implement LDI strategically continues to rise, as more plan sponsors seek to use information about plan liabilities as the basis for investment decisions. LDI works in today’s pension fund environment because it is designed to reduce the volatility of pension funding status, a key variable that plan sponsors and treasurers seek to manage.

As more plans move through the conceptual stage to implementation, their questions about LDI become more specific and more investment focused. LDI is not a one-size-fits-all solution, so it requires a customized approach that identifies and addresses the critical issues for each plan that seeks to implement the strategy.

Join P&I for the third annual Liability Driven Investing Conference to gain valuable insight on this important strategy, including:

• Objectives: Why does your plan want to implement LDI?


• Mechanics made easy: Why implementation is not a daunting task


• Risk and return in LDI: Does embracing LDI mean giving up much-needed returns?


• The benchmark discussion: Are plan liabilities the only appropriate benchmark?


• Establishing success criteria: How does a plan sponsor evaluate an LDI program?


• How does the changing regulatory environment impact LDI implementation?


• Creating risk management frameworks: Can risk budgeting help drive an LDI strategy?

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