Types of 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.

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

Our history

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

Low dependency solutions

Our accurate and tailored low dependency solutions are designed for maximum efficiency, minimum governance burden and with full ESG integration.

LDI strategies

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
20 May 2024

Rosa Fenwick

Head of Core LDI Portfolio Management

Euro LDI Survey – Q1 2024

In the quarterly Columbia Threadneedle Investments LDI Survey we poll investment bank trading desks on various topical questions around monetary policy and longer-term rate expectations.
Read time - 6 min
19 February 2024

Rosa Fenwick

Head of Core LDI Portfolio Management

Euro LDI Survey – Q4 2023

In the quarterly Columbia Threadneedle Investments LDI Survey we poll investment bank trading desks on various topical questions around monetary policy and longer-term rate expectations.
Read time - 6 min
30 November 2023

Rosa Fenwick

Head of Core LDI Portfolio Management

Euro LDI Survey – Q3 2023

In the quarterly Columbia Threadneedle Investments LDI Survey, we poll investment bank trading desks on the volumes of quarterly hedging transactions.
Read time - 6 min
7 April 2022

Rosa Fenwick

Head of Core LDI Portfolio Management

Q1 2022 repo update

This month we feature our quarterly repo update.
Read time - 5 min
28 March 2022

Nina Roth

Director, Responsible Investment

Kazmen Lian

LDI Solution Structurer

LDI, inflation hedges and counterparty engagement

Nina Roth and Kazmen Lian discuss counterparty engagement and inflation hedging.
Read time - 9 min

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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.