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Liability Driven Investing - Process

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

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.

Contact Us
Kevin Howard
Head of Corporate Distribution kevin.howard@westernasset.com +1-626-844-9500
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