Investment Insights: LDI Plus

The use of LDIs, by which we mean the practice of using leverage to reduce the exposure of a pension scheme's funding position to interest rate and inflation movements, has become increasingly commonplace in pension schemes' investment portfolios.

We focus on the two key trends emerging in the LDI market in recent years.

"Trustees should continue to evaluate the implementation of their LDI strategies over time to ensure it achieves the objectives that they set out in the most efficient way."

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