Discovering the optimal LDI approach is an interdependent and evolving process. Only after collaborative interaction can we help our clients evaluate the broader business decisions and structure a solution that seeks to meet their needs. The following schematic illustrates our consultative approach.

LDI Process


An industrial client with a small staff and no consultant realized the cyclical nature of the company's commodity based operations and wanted to focus their LDI program on mitigating funding contribution risk.

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