Liability Driven Investment (LDI)

Bespoke solutions for effective liability management

Bespoke LDI Solutions

Our LDI strategies are tailored to align precisely with each client’s unique liabilities, providing an accurate and effective hedge.

Beyond products

We go beyond offering mere products to provide comprehensive LDI solutions, integrating services from collateral waterfall management to Buy & Maintain credit solutions and wider derivative overlays.

Access to global resources

Our clients have access to a diverse range of global investment management resources, with over 80% of our LDI clients leveraging the wider Schroders platform.

Precision tailored strategies

At Schroders, we understand that each client's needs are unique. That's why we offer bespoke LDI solutions that are tailored to align precisely with each client's specific liabilities. This provides an accurate and effective hedge against potential risks. Our customised approach enables us to design strategies that meet our client's expectations, delivering robust solutions that are finely tuned to their individual requirements. This personalised service ensures that our clients receive the best possible investment outcomes. 

Integrated approach

We believe in going above and beyond for our clients. Rather than simply offering products, we provide comprehensive LDI solutions that encompass a wide range of services. From collateral waterfall management to Buy & Maintain credit solutions and wider derivative overlays, we integrate these services to provide a holistic approach to investment management. By doing so, we can holistically address our clients' investment needs. 

Leveraging global resources for optimal outcomes

Our clients benefit from access to a diverse range of global investment management resources. In fact, over 80% of our LDI clients leverage the wider Schroders platform. This gives them the opportunity to tap into a wealth of expertise and knowledge from around the world, enabling them to make informed decisions and take advantage of global investment opportunities. With Schroders, clients have the world at their fingertips, providing them with the tools and resources they need to achieve their investment goals. 

One of the largest end-to-end solutions providers in the UK

At Schroders, we're more than just a service provider - we're a strategic partner. With our senior and proven team collaborating closely with you, we tailor our solutions to provide an accurate and effective hedge against your liability risks.

Our partnership approach goes beyond the traditional. We not only understand your unique requirements, but we also refine and evolve our solutions to meet your changing needs. This flexible approach ensures that you always have a solution that's as dynamic as the market itself. 

We offer both pooled and segregated LDI as a standalone strategy or as part of an integrated solution. Our clients have access to a diverse range of global investment management resources, such as derivative strategies, fixed income and multi-asset.

At Schroders, we're committed to delivering personalised, flexible, and comprehensive investment solutions tailored to your needs. 

"Schroders is committed to deliver bespoke LDI solutions that align closely with each client's unique liabilities. We believe in going beyond the traditional; integrating services from collateral waterfall management to Buy & Maintain credit solutions and wider derivative overlays. This comprehensive approach, coupled with access to our global resources and robust platform, enables us to provide an accurate and effective hedge against potential risks, driving optimal investment outcomes."

Phil Howard

Head of LDI Solutions Management