Liability-Driven Investing

Key characteristics:
• Ability to develop solutions for plans of all sizes and all stages of de-risking
• Extensive experience constructing and managing to customized benchmarks, both asset-based and liability-based
• Multi-sector fixed income solutions supported by experienced, long-tenured portfolio managers
• Research teams covering fixed income assets across the yield curve and credit quality spectrum

Dynamic Liability-driven Investing Framework

The partnership between clients, plan sponsors, plan actuaries, investment consultants and investment professionals is essential to developing and implementing an investment solution that meets the unique needs of each pension plan. Our dynamic LDI framework supports collaboration at each step of the process.

 

 

Solutions Tailored to Each Client’s Requirements

Customized LDI solutions are constructed through an innovative, easy-to-use pooled funds structure. This provides an easy-to-implement solution to match a plan’s duration and asset cash flow requirements. Aegon’s customized solutions expand the investable universe across multiple fixed income sectors, providing increased diversification while searching for attractive relative value opportunities across the yield curve.

Aegon AM US LDI Pooled Funds

Strategy

AuM*

Inception date

Long US Treasury Strips $321 million April 1, 2017
Long Credit Bond $438 million April 1, 2017

 *As of September 30, 2017