Institutional investors

The events of 2008 will change the nature of liability-driven investing (LDI), and most likely increase the pace of adoption. In this report, Bob Collie, Director of Investment Strategy, looks at recent market events and how they have highlighted the role that LDI plays in managing risk. Six questions addressed in the Russell Retirement Report 2009   Why has LDI become so important for some plans? How does LDI reduce interest rate risk? What effect will the events of 2008 have on LDI programs? When will LDI really become the norm? Who will be the providers of risk transfer solutions? Where can we look for clues? How do these issues connect to today's world of investing? In addition, the Russell Retirement Report 2009 ties these issues to the changed world in which we now live, a world with greater uncertainty, a world where investors' attitudes are different than they were and a world where a number of risks that had been seen as secondary are now very much front of mind. To download a copy of the Russell Retirement Report 2009, please complete the information below. Fields in Bold are required to be completed. Full Name Organization Phone E-mail address   Comments or questions: The defined benefit plan of 2017      LDI, basis risk, timing, and the swap spread Additional resources Liability driven investing Enterprise Risk Report Russell Strategic Review Services for defined benefit plans Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. USI-2691