We understand the need to maximise capital and collateral efficiency while retaining asset allocation flexibility.
Both our Pooled and Segregated Mandate solutions incorporate these three traits:
Our innovative capital efficient solution, the Target Leverage Fund range, allows schemes to leverage both their growth and LDI assets, maximising capital efficiency whilst maintaining asset allocation flexibility.
A full complementary LDI range of over 40 pooled LDI leveraged and unlevered funds, gives schemes the flexibility to precision tailor their hedge to their unique circumstances and requirements.
Segregated Mandate solutions
For pension schemes favouring a segregated approach, we offer a partnership model.
We offer tailored solutions targeting bespoke objectives, risk management and liquidity management with the additional benefit of operating under the same legal umbrella as our multi-client funds.
Demystifying the DB End Game
Plug the words ‘defined benefit end game’ into Google and you’ll be faced with a multitude of results featuring links to articles covering a range of topics including ‘pension solutions’, ‘DB consolidation’, ‘Pensions Superfunds’, ‘buy-out’ and ‘buy-in’.
"We can analyse your pension scheme’s liabilities and create scheme-specific solutions that closely match the risk profile of those liabilities. We’ve helped schemes of all sizes, from sub £10 million to well over £5 billion of liabilities hedged."
LDI Portfolio Manager
"As more pension schemes become cash-flow negative, maximising
capital efficiency becomes increasingly important. We can help schemes make much more efficient use of their capital, not only meeting that need but doing so in a very governance–light way."
Senior Portfolio Manager
"We’ve worked hard to greatly improve on existing LDI approaches. We believe we’ve designed solutions that are unique in the market in terms of efficiency and that can deliver what schemes really need."
Louis Stewart, CFA®
Fixed Income Trader
"A global firm requires a global trading desk. With regional trading desks in London, Boston and Hong Kong, we have a 24-hour execution capability. Having desks in strategic locations allows a more developed understanding of local and regional markets, driving better investment outcomes for our clients."
Daoyu Chen, CFA®
DB Pensions Strategist
"Dialogue and partnership are core values that fundamentally drive our LDI offering. We work in collaboration with our clients’ consultants and actuaries to truly understand and solve client problems."
This information is for informational purposes only, not to be construed as investment advice or a recommendation or offer to buy or sell any security. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. There are no guarantees regarding the achievement of investment objectives, target returns, portfolio construction, allocations or measurements such as alpha, tracking error, stock weightings and other information ratios. The views and strategies described may not be suitable for all investors. SSGA does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Investing entails risks and there can be no assurance that SSGA will achieve profits or avoid incurring losses.
Performance quoted represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted.
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