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LDI Investment Process

Columbia Management's investment approach has been created to help each client arrive at a solution that best fits their individual plan goals and risk tolerances. We have designed a flexible investment framework that embraces the ongoing needs of each plan from the discovery to the implementation phase.
  • Our LDI team partners with clients and their advisors to help them manage risk and try to reach their pension goals
  • This approach allows the team to develop customized portfolios to each client's goals and risks
  • The team utilizes a Pension Risk Management framework to manage the relative volatility of assets and liabilities
LDI Separate Account Capabilities
Investment Approach
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Discovery

  • Quantify client risks and objectives

Design

  • Customize client's pension portfolio

Implementation

  • Construct the customized strategy

Ongoing review

  • Partner to help meet client objectives

Read more details about our customized framework and LDI capabilities

Contact Us

For more information on Columbia Management's LDI capabilities, please contact the LDI team

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