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Cash flow driven investment (CDI) strategies - A solutions-based approach for investors


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Liability Driven Investing (LDI), an investment term widely recognized by Defined Benefit (DB) plan sponsors and investment professionals, broadly represents the investment strategies focused on managing the risks associated with a pension plan’s liability. Pension funds, however, are not exclusive beneficiaries of a liability-centric approach to asset management. Endowments, foundations, corporations, and other institutional investors also have unique liability profiles.

In the following publication, we highlight the benefits of designing a cash flow driven investment strategy for a defined set of payment obligations. This approach can be a compelling alternative to a more widely used total return investment strategy, which can expose investors to both market and operational risks.

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