Types of investment

Liability Driven 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.

CT Low Dependency Solutions

Find out more about our accurate and tailored low dependency solutions, designed for maximum efficiency, minimum governance burden and with full ESG integration.

CT Trustee Training Programme

We support new and experienced trustees with our series of interactive, live training sessions designed to help expand your investment knowledge through the year.

Liability Driven Investment (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

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

LDI Solutions

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
30 January 2023

Steven Bell

Chief Economist, EMEA

Some good news ahead for the UK and Europe

Steven Bell, our Chief Economist EMEA, looks ahead and suggests a brighter outlook for the UK and European economies.
Watch time - 5 min
25 January 2023

Steven Bell

Chief Economist, EMEA

Opening Bell 2023 – Global Market Outlook

We discuss how far interest rates could rise, assess the severity of any economic contraction, and look forward to opportunities as recovery emerges.
Read time - 6 min
23 January 2023

Steven Bell

Chief Economist, EMEA

Has recession been cancelled?

Could lower European gas prices and easing US inflation mean we’re set to avoid a winter recession?
Watch time - 5 min
12 January 2023

William F. “Ted” Truscott

Chief Executive Officer

Industry trends to watch in 2023

The last few years have delivered a fair share of ‘once-in-a-lifetime’ setbacks for asset managers and investors.
Read time - 4 min
9 January 2023

Steven Bell

Chief Economist, EMEA

Is the US about to move into recession?

Our Chief Economist, Steven Bell, argues that a recession is needed to bring US wage inflation under control.
Watch time - 6 min
19 December 2022

Steven Bell

Chief Economist, EMEA

Do you believe in Santa Pause?

The Federal Reserve and markets have different expectations around how high US interest rates will go. Our Chief Economist, Steven Bell, explains that either way, the near-term outlook for risk assets looks challenged.
Watch time - 4 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.