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Liability Driven Investments

A pragmatic, flexible and cost efficient approach to meet the specific goals of pension plan clients
Home Investment Solutions Multi-Asset Liability Driven Investments
  • Balanced and Customized Mandates
  • Diversified Income
  • Insurance Assets
  • Liability Driven Investments
  • Why?
  • Our Philosophy
  • Our Process
  • Why?

    Top Reasons for Choosing Addenda Capital to Manage your Liability Driven Investments (LDI)

    • We provide tailored LDI solutions using a collaborative approach and highly personalized service.
    • We are pragmatic, adapting to market conditions and the evolving nature of our client’s goals.
    • Our team is truly multidisciplinary, with strong market knowledge and analytical capabilities, bringing many perspectives and sources of information to the table.
    • We are skilled at building solutions using strategies that have established solid track records.
    • We can deliver added value over custom liability benchmarks.
    • We incorporate ESG risk analysis into our research, as we believe it has a positive impact on investment performance over time.
  • Our Philosophy

    We believe that:

    • Customized and effective investment solutions provided in a consultative and innovative framework yield the best results for clients.

    • The best LDI solutions focus on the client’s de-risking objectives but also exploit market opportunities to earn incremental return over time.
  • Our Process

    We develop LDI solutions based on these three approaches:

    • Total return driven approach where various strategies are combined to optimize the expected return of a portfolio within a holistic LDI framework.
    • Duration target approach, which considers liabilities and interest-rate risk while seeking alpha-generating objectives; this approach is often implemented through the effective use of derivatives.
    • Liability driven approach, where interest-rate risk is tightly managed and liabilities are matched with an efficient portfolio built with proprietary immunization models.

     

  • We view portfolio construction differently and we analyze asset class interactions through innovative models.
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    Christian Robert
    Vice-President, Investment Solutions and Product Management
  • My role is to bring a quantitative dimension to the thinking and to the realization of our ideas and projects.
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    Vincent Benoliel
    Senior Portfolio Manager, Fixed Income and Head, Quantitative Research
  • Curiosity is the foundation of research. It is important to always ask questions.
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    François Desmeules
    Portfolio Manager, Fixed Income
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  • Well-tailored solutionsWell-tailored solutions

    Well-tailored solutions

    We build highly personalized multi-asset investment solutions that meet the return requirements and long-term objectives of institutions and high-net-worth individuals.
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  • Sustainable InvestingSustainable Investing

    Sustainable Investing

    At Addenda Capital, sustainable investing is not an afterthought; it’s part of our DNA. It makes us better investors and enables a better future.
    Learn More
  • Insight & NewsInsight & News

    Insight & News

    Stay abreast of our economic views, research insights and investment thoughts.
    Learn More
  • + Learn more about Addenda Capital
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  • Who we are
    • Our People
    • Our Leadership
    • Our Partner
    • Locations
  • Partnering with you
    • Institutional Services
    • Private Wealth Services
    • Client Partnership Team
  • Investment Solutions
    • Sustainable and Impact Solutions
    • Fixed Income
    • Equities
    • Commercial Mortgages
    • Multi-Asset
  • Sustainable Investing
    • Promoting Sustainable Markets
    • ESG Integration
    • Stewardship
    • What is Sustainable Investing?
    • Sustainable and Impact Solutions
    • Sustainable Investing Team
    • Sustainable Investing Committee
  • Insights & News
 

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