Strategies & Capabilities

Liability Driven Investment

We partner with consultants and schemes of all sizes to reduce funding-level volatility, free up assets and help reach de-risking goals.

Our Approach

State Street Global Advisors provides a total LDI package for our clients, irrespective of their size.

Tailored implementation   

  • Target interest rate and inflation rate hedge ratios    
  • Target growth, income and protection asset allocations       
  • Triggers to accelerate initial implementation based on market and funding levels

Managed portfolios

  • Overall interest rate and inflation rate hedge ratios
  • Tenor points interest rate and inflation rate hedge ratios
  • Asset allocation
  • Funding level monitoring

Managed cash flow 

  • Redesigned hedges to accommodate client redemptions      
  • Reduce leverage following client contributions      
  • Handle capital calls and distributions

Our Latest Innovation

Discover how our breakthrough pooled LDI solution dramatically improves efficiency.

Our Offerings

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:

Pooled solutions

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.

Meet the Team

Jeremy Rideau, CFA®

EMEA Head of LDI

"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."

Paul Ramsay

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."

Danielle Bowkett

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."