Delivering Customized Dynamic Liability-Driven Investing Solutions
We provide provides customized investment solutions for pension plans seeking to increase their funded status and reduce risk.
Customized Dynamic LDI
For institutional investors
We design customized institutional investment solutions that help pension plan clients achieve their goals by utilizing our long-standing experience in liability-driven asset allocation with the ability to evolve with funded status.
The Liability-Driven Investing team
Craig Stapleton, CFA, FRM
Senior Vice President & Portfolio Manager
Jeremy Gogos, Ph.D., CFA
Vice President & Portfolio Manager
Michael Anderson, CFA
This material is solely for informational purposes and should not be viewed as a current or past recommendation or an offer to sell or the solicitation to buy securities or adopt any investment strategy. The opinions expressed herein are not definitive investment advice, and should not be relied on as such. Certain information has been obtained from sources believed to be reliable; however, no representation or warranty is made concerning the accuracy of the information provided. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be relied on in making an investment or other decision. Investors should carefully consider their own investment objectives, risk tolerance, and liquidity needs before making an investment decision and must rely on their own examination (in consultation with their own professional advisers, as necessary) of the merits and risks involved.