Liability Driven Investing - Process
Discovering an optimal LDI approach is an iterative investment process that integrates liability analysis, risk assessment, and portfolio construction. Through a disciplined, team-based framework, investment analysis incorporates relevant plan characteristics and objectives to inform portfolio design. The following schematic illustrates the investment process.
LDI CASE STUDIES
Western Asset approaches LDI with the understanding that our pension clients and prospects face unique challenges dictated by the circumstances of the plan sponsor, plan participant demographics and plan assets, as well as plan structure and status.
Off-the-shelf solutions can provide a meaningful step in the right direction. Ultimately, however, each client will need to customize their approach in order to provide the best outcome for their beneficiaries. Here are three client scenarios where we created unique plans.
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