Liability Driven investing (29)

Keeping in step with your LDI portfolio
Investment strategy

Keeping in step with your LDI portfolio

The implications of inflation and volatile markets for LDI portfolio holders are clear, but...

By Mark Johnson

01 Aug 2022

3 min read

Triggers for buy-in – playing the 'waiting game'
John Southall
Investment strategy

Triggers for buy-in – playing the 'waiting game'

Why buy-in ahead of full funding may make sense when the time is right.
By John Southall
24 May 2022
5 min read
Buy and Maintain, not Buy and Hold: how we seek to add incremental value
Ozkan Koyun
Investment strategy

Buy and Maintain, not Buy and Hold: how we seek to add incremental value

How we aim to capture credit risk premia by actively managing portfolios in response to changing...
By Ozkan Koyun
12 May 2022
3 min read
Mastering the basics: Three things to consider when moving from an own trust to a master trust
Rita Butler-Jones
Investment strategy

Mastering the basics: Three things to consider when moving from an own trust to a master trust

Transitioning your scheme from an own-rules trust ('own trust') to a master trust can feel...
By Rita Butler-Jones
09 May 2022
2 min read
Cashflow-matching credit – room for improvement?
Investment strategy

Cashflow-matching credit – room for improvement?

Could shorter-dated credit help DB schemes' cashflow matching?

By John Southall

30 Mar 2022

5 min read

DB endgame strategy: marvellous monitoring
John Southall
Investment strategy

DB endgame strategy: marvellous monitoring

As many defined benefit (DB) schemes mature, there is increasing attention on how they should ada...
By John Southall
24 Feb 2022
5 min read
Market-based hedging triggers in a rising-rate environment
Investment strategy

Market-based hedging triggers in a rising-rate environment

Many trustees are interested in the idea of market-based hedging triggers. They see interest rate...
By John SouthallSafwan Mir
16 Feb 2022
4 min read
DB schemes: of hikes and health
Investment strategy

DB schemes: of hikes and health

The UK's defined benefit (DB) pension schemes finished 2021 at their healthiest levels since befo...
By Yikai ShenJohn Southall
11 Feb 2022
2 min read