How LDI Strategies Are Evolving to Meet New Goals
A P&I roundtable of experts from Capital Group, Manulife Asset Management and Securian Asset Management dive into the evolution and expanding uses of LDI.
Liability-driven investing strategies aren't just for shuttering corporate defined benefit plans any more. The use of these strategies has been evolving as a means for DB pension plans to meet their liability requirements. The derisking aspects of LDI can also protect against the effects of market volatility and future financial crises — both of which apply to all kinds of pension plans, whether closed, frozen or open. And principles of LDI can be applied beyond DB plans to include defined contribution plans and individual investors. This Pensions & Investments roundtable with Gary Veerman, head of LDI solutions at Capital Group; Serge Lapierre, global head of LDI research at Manulife Asset Management; and Craig Stapleton, head of asset liability management and quantitative strategies at Securian Asset Management, dives into the evolution and expanding uses of LDI.