Liability Driven Investing (LDI)

Ford has better idea for full funding: Cut plan risk, reduce equity exposure

Ford has better idea for full funding: Cut plan risk, reduce equity exposure

Ford Motor Co. is lowering risk of its pension plans, a strategy that includes making an outsize discretionary contribution that could mean gaining a better return for its corporate cash than keeping ...

February 06, 2012

Hertfordshire pension fund picks LGIM for passive, LDI

Hertfordshire County Council Pension Fund hired Legal & General Investment Management to run £300 million in passive and liability-driven investments.

January 31, 2012 | 02:15 pm
Exelon wipes slate clean with new investment approach

Exelon wipes slate clean with new investment approach

Exelon Corp. “took a clean sheet” approach to managing its $11 billion defined benefit plan after the 2008 financial crisis by replacing the investment staff, revamping the asset...

January 23, 2012

NEPC: 7 in 10 corporate plans use LDI, but allocations are small

Seventy percent of U.S. corporate pension plans use some form of liability-driven investing, although the amount they invest is small, according to a NEPC survey of 94 corporate defined benefit plans.

January 10, 2012 | 01:50 pm

Pension Protection Fund bulks up on LDI managers

Pension Protection Fund, London, added BlackRock, F&C Investments and Legal & General Assurance (Pensions Management) to a preapproved list of liability-driven investment managers.

December 08, 2011 | 01:41 pm

J.P. Morgan Asset Management chooses lead LDI manager

Erin Spalsbury was named lead portfolio manager at J.P. Morgan Asset Management's based liability-driven investment solutions group.

December 08, 2011 | 01:04 pm

Russell Investments selects head of liability-driven investing

Martin Jaugietis was named director and head of liability-driven investing solutions at Russell Investments.

November 28, 2011 | 03:22 pm

Dorset seeks LDI manager, eyes diversified growth firms

Dorset (England) County Pension Fund is searching for an LDI manager to run £150 million.

October 05, 2011 | 02:21 pm
Stocks, bond yields crimping inflows into LDI

Stocks, bond yields crimping inflows into LDI

Falling stock prices and bond yields, along with the Federal Reserve's recent “Operation Twist,” are clobbering corporate pension funding levels in 2011 and raising the price tag for...

October 03, 2011
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