Liability driven investment (LDI)
€107bn
Liabilities under Management
560+
Clients*
25+
Investment professionals*
* Source: Columbia Threadneedle Investments, data as at 30 June 2024.
LDI is a popular and core risk management tool for pension schemes and insurance companies. Over the last twenty years it has proven to be a successful strategy for reducing risk and funding level volatility. The market has evolved over the years with our capabilities remaining at the forefront of these developments. We are an innovative, award winning LDI manager with over 560 clients offering the full range of liability management and balance sheet solutions.
Why choose Columbia Threadneedle Investments for LDI?
Our history
2003
2006
2009
2011
2013
2014
2016
2019
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.
Low governance solutions
We seek to do as much of the heavy lifting for clients as possible, supporting them in every aspect of their hedging strategy. Our extensive range of implementation services include collateral waterfall management, trigger monitoring, fully integration of credit and LDI, cashflow management and asset allocation rebalancing.
LDI strategies
We offer the full range of LDI strategies and place great emphasis on innovation, having been first to market with a significant number of hedging strategies. Our experienced team considers each client and their requirements individually and is able to design tailored hedging solutions with an emphasis on flexibility and effectiveness as well as striking the appropriate balance between accuracy, governance and cost.
Extensive range of pooled funds spanning traditional LDI, growth plus LDI, passive and dynamic investment strategies
Sterling and Euro LDI solutions
Full liability modelling and solution design capability
Segregated, fund-of-one and pooled fund LDI solutions
Derivative solutions expertise including equity and credit derivatives, options and FX hedging
Passive funds to provide a low cost, flexible approach to hedging a scheme’s liabilities
Full service portfolios to minimise client governance
Insights
LDI market review and outlook: The aftermath of an eventful election season
Q3 2024 repo update
IMPORTANT INFORMATION:
FOR PROFESSIONAL INVESTORS ONLY (not to be used with/passed on to any third party). For marketing purposes.
Your capital is at risk. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness. Actual investment parameters are agreed and set out in the prospectus or formal investment management agreement.
In EEA: TAML provides sub-advisory services to Threadneedle Management Luxembourg S.A. for discretionary managed accounts. Issued by Threadneedle Management Luxembourg S.A. registered with the Registre de Commerce et des Sociétés (Luxembourg), Registered No. B 110242, 44 rue de la Vallée, L-2661 Luxembourg, Grand Duchy of Luxembourg.
In Switzerland: Issued by Threadneedle Portfolio Services AG, Registered address: Claridenstrasse 41, 8002 Zurich, Switzerland
© Columbia Threadneedle Investments. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
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About us
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
Our funds
Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.
Investment capabilities
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.
