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        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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        Strategies & Capabilities

        Liability Driven Investment

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

        Video (01:10)

        Our Expertise

        10+ Yrs

        delivering LDI Solutions

        40+

        to precision hedge your liabilities

        £80B+

        solutions derivatives

        Our Latest Thinking

        New Horizons: LDI Strategies for the Future

        SSGA’s innovative suite of pooled Target Leverage Funds (TLFs) gives smaller schemes many of the benefits of segregated approaches.

        Read More

        Why LDI?

        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

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        Discover how our breakthrough pooled LDI solution dramatically improves efficiency.

        Learn more about our DB+ Solution>

        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.

        Related Insights

        Meet the Team
        Bio Image of Jeremy Rideau

        Jeremy Rideau, CFA

        EMEA Head of LDI

        Read Full Bio
        Bio Image of Danielle Bowkett

        Danielle Bowkett, CAIA

        Senior LDI Portfolio Manager

        Read Full Bio
        Bio Image of Paul Ramsay

        Paul Ramsay

        Portfolio Manager

        Read Full Bio
        Bio Image of Daoyu Chen

        Daoyu Chen, CFA

        Senior Investment Strategist

        Read Full Bio

        MARKETING COMMUNICATION         

                                                                                                                 

        FOR PROFESSIONAL INVESTORS USE ONLY.

         

        SSGA SPDR ETFS MAY NOT BE AVAILABLE OR SUITABLE FOR ALL. SPDR ETFs may be offered and sold only in those jurisdictions where authorised, in compliance with applicable regulations.

         

        Investing involves risk including the risk of loss of principal.

         

        ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

         

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        The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor.

         

        The information contained in this communication is not a research recommendation or ‘investment research’ and is classified as a ‘Marketing Communication’ in accordance with the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation. This means that this marketing communication (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research (b) is not subject to any prohibition on dealing ahead of the dissemination of investment research.

         

        All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed.  There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

         

        This content has been issued by State Street Global Advisors Europe Limited (“SSGAEL”), regulated by the Central Bank of Ireland. Registered office address 78 Sir John Rogerson’s Quay, Dublin 2. Registered number 49934. T: +353 (0)1 776 3000. Fax: +353 (0)1 776 3300.

         

        FOR EUROPEAN SPDR ETFs and MANAGED FUNDS:

         

        Please refer to the Fund’s latest Key Investor Information Document (KIID) and Prospectus before making any final investment decision. The latest English version of the prospectus and the KIID can be found at www.ssga.com. A summary of investor rights can be found here:

         

        Managed Funds: https://www.ssga.com/library-content/products/fund-docs/summary-of-investor-rights/ssga-investors-rights-summary-non-etf-ireland.pdf

         

        SPDR ETFs: https://www.ssga.com/library-content/products/fund-docs/summary-of-investor-rights/ssga-spdr-investors-rights-summary.pdf

         

        Note that the Management Company may decide to terminate the arrangements made for marketing and proceed with de-notification in compliance with Article 93a of Directive 2009/65/EC.

         

        SPDR ETFs is the exchange traded funds ("ETF") platform of State Street Global Advisors and is comprised of funds that have been authorised by Central Bank of Ireland as open-ended UCITS investment companies.

         

        SSGA SPDR ETFs Europe I & SPDR ETFs Europe II plc issue SPDR ETFs, and is an open-ended investment company with variable capital having segregated liability between its sub-funds. The Company is organized as an Undertaking for Collective Investments in Transferable Securities (UCITS) under the laws of Ireland and authorized as a UCITS by the Central Bank of Ireland.

         

        FOR STRATEGIES:

         

        This document provides summary information regarding the Strategy. This document should be read in conjunction with the Strategy's Disclosure Document, which is available from SSGA. The Strategy Disclosure Document contains important information about the Strategy, including a description of a number of risks.
         

        The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

         

        4978691.1.2.EMEA.INST

        Exp: 31.01.2024

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