Types of investment

Liability Driven Investment

Liability Driven Investment (LDI) is a popular and core risk management tool for pension schemes and insurance companies. Over the last fifteen 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 580 clients offering the full range of liability management and balance sheet solutions.

CT Low Dependency Solutions

Find out more about our accurate and tailored low dependency solutions, designed for maximum efficiency, minimum governance burden and with full ESG integration.

CT Trustee Training Programme

We support new and experienced trustees with our series of interactive, live training sessions designed to help expand your investment knowledge through the year.

Liability Driven Investment (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.

Alex Soulsby, Head of Investment Solutions, EMEA

2003

1st Pension scheme LDI hedge

2013

1st transition fund for LDI

2016

1st Equity-linked Dynamic LDI fund

2011

1st Dynamic LDI hedging strategy

2014

1st transition from LDI fund to buy-out provider

2003

1st Pension scheme LDI hedge

2011

1st Dynamic LDI hedging strategy

2013

1st transition fund for LDI

2014

1st transition from LDI fund to buy-out provider

2016

1st Equity-linked Dynamic LDI fund

LDI Solutions

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
  • Bespoke fund and segregated portfolios
  • 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
2 August 2022

William Davies

Global Chief Investment Officer

CIO outlook: market conditions, fixed income and equities, commodities and real assets

Our Global CIO on market conditions, fixed income and equities, commodities and real assets
Watch time - 6 min
2 August 2022

William Davies

Global Chief Investment Officer

CIO outlook: net zero, asset allocation, corporate profits and the tech sector

Our Global CIO on Global CIO, on net zero, asset allocation, corporate profits and the tech sector
Watch time - 6 min
2 August 2022

William Davies

Global Chief Investment Officer

CIO outlook: global markets, Ukraine, recession fears and supply chains

Our Global CIO talks global markets, Ukraine, recession fears and supply chains
Watch time - 6 min
1 April 2022

Investment team updates – Market updates 1 April 2022

Latest news from around the investment desks.
Read time - 3 min
22 March 2022

William Davies

Global Chief Investment Officer

CIO outlook: market volatility, oil and interest rates

Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
Watch time - 3 min
14 March 2022

Solutions Enhanced: Capital Market Assumptions 2022 Making a transition

The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
Read time - 3 min

You may also like

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 Options

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.