English (US) Client Login Wellington Management Funds Wellington Alternative Investments ABOUT CAPABILITIES INSIGHTS CAREERS CONTACT Liability-driven investing Innovative LDI solutions and the ability to partner with plan sponsors at ALL stages of plan design and implementation OUR EDGE IN LDI Our client solutions draw on multi-asset skill within a distinctively collaborative environment Fixed income expertise in rates, credit, securitized, and derivative markets Deep fundamental credit research enhanced by equity investor perspectives Specialist trading resources to help support liquidity needs Actuaries who translate liability cash flows into practical investment ideas Experience managing full pension solutions and implementing glidepath approaches LET'S TALK LDI LDI ALERTS November 2021 LDI Alert — Time to buy credit or Treasuries? Ideas on calibrating the trade-off Bill Cole, CFA, CAIA; Connor Fitzgerald March 2021 LDI Alert — Adding intermediate credit to the derisking tool kit: What plan sponsors need to know Bill Cole, CFA, CAIA; Connor Fitzgerald EVERYTHING YOU WANT TO KNOW ABOUT LDI Members of our LDI Team offer a primer on the nuts and bolts of liability-driven investing as well as more advanced concepts and best practices — all in 30 minutes. FEATURED RESEARCH AND IMPLEMENTATION IDEAS November 2021 LDI Alert — Time to buy credit or Treasuries? Ideas on calibrating the trade-off Bill Cole, CFA, CAIA; Connor Fitzgerald November 2021 Setting ROAs for 2022: A guide for US corporate and public plans Amy Trainor, FSA; Jacqueline Yang; Ian Spencer Get white papers, webcasts and alerts delivered to you. SUBSCRIBE HOW DO WE WORK WITH YOU? We partner with plan sponsors at all stages of the LDI process, tapping the full breadth of Wellington’s capabilities. 1. Custom research and consultation Liability cash-flow analysis Asset/liability studies Glidepath construction 2. Investments for a broad range of objectives Liability matching Long-duration Long credit/corporate Long government/corporate STRIPS Absolute return plus long bonds Cash balance Return-seeking: Bridge Listed infrastructure Low-volatility equity Opportunistic fixed income Multisector credit Return seeking: Core Active equity US Global Emerging market Absolute return strategies 3. LDI portfolio construction Custom LDI benchmarks Completion management Cash bond portfolios with derivative overlays Cash-flow driven investment (CDI) Dynamic pension management This is for illustrative purposes only and is not an investment recommendation. This is not an all-inclusive list of approaches that may fit the stated theme. Investing involves risk, and an investment in an approach could lose money. MEET OUR LDI TEAM LDI TEAM CO-CHAIRS LONG-DURATION BOND MANAGERS PORTFOLIO MANAGEMENT RESOURCES OTHER TEAM MEMBERS ACTUARIAL & QUANT RESOURCES LDI PORTFOLIO CONSTRUCTION CLIENT & CONSULTANT VIEWS LET’S TALK LDI To learn more about our LDI capabilities and offerings please contact us. Ryan Randolph Corporate Pension Strategist SEND MESSAGE EXPLORE INSIGHTS November 2021 LDI Alert — Time to buy credit or Treasuries? Ideas on calibrating the trade-off Bill Cole, CFA, CAIA; Connor Fitzgerald November 2021 Top of Mind Changing “weather” patterns in alternatives and climate Adam Berger, CFA ALL INSIGHTS Request Information Office Locations Press Inquiries INSIGHTS Market insights Blog CAPABILITIES Equity Fixed income Multi-asset Alternatives Multi-manager solutions Liability-driven investing Sustainable investing Emerging markets OUR CLIENTS Central banks and sovereign institutions Consultants Public defined benefit plans Corporate defined benefit plans Defined contribution plans Endowments, foundations, and nonprofits Family offices Financial advisors Insurers Intermediaries CAREERS Job openings Our people Our business networks Campus programs Information technology ABOUT US Our culture Meet the managers Facts and figures Diversity, equity, and inclusion Community engagement Wellington news CONTACT US Office locations Request information Press inquiries LEGAL Investment risks Terms of use Privacy policy Cookies Proxy vote SFDR Important disclosure FOLLOW US Sustainable Investing © Copyright 2021 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Cookies settings Accept all cookies