We are specialists in active fixed income, liability-driven investing (LDI), multi-asset solutions, equity solutions and retirement solutions for the US institutional market
With $199 billion in assets under management as of September 30, 2023, we are proud of our commitment to partner with clients. We specialize in the design and management of investment solutions addressing three primary concerns:
Helping plan sponsors aim to keep their pension promises to participants
Income for life
Helping to ensure retirees have steady streams of income throughout their life
Generating returns while making a positive impact in our society and world
Our investment capabilities
Active Fixed Income Solutions
With extensive credit experience, deep market intelligence, and a disciplined approach focused on asset allocation, industry rotation, security selection and tightly controlled duration and yield curve positioning, our active fixed income team has produced returns relative to clients’ specified benchmarks in both good and bad markets. In addition, our credit analysts incorporate ESG considerations into their fundamental analysis.
Our goal is to assist our clients in achieving their investment objectives by developing and implementing innovative solutions. We are witnessing a significant shift in investor thinking regarding the optimal way to access market beta. In addition to maintaining a stable suite of passive strategies, we continue to develop our capabilities to support this evolution. Our solutions framework is centered on three primary areas (Beta Enhancement, Outcome Oriented, and Strategy Research & Development), which we hope to connect by providing our clients with actionable portfolio insights.
Portfolio Solutions - Liability Driven Investing
We are focused on designing and delivering customized Liability Driven Investing (LDI) solutions for our clients by acting as objectives-based investors. We seek to minimize funded status volatility and shape funded status outcomes. We focus on partnering with plan sponsors and their advisors to understand strategic plan objectives and constraints, which allow us to design and construct LDI solutions tailored to each client’s specific situation.
Portfolio Solutions - Multi-asset
Our professionals are adept at tackling complex portfolio challenges and delivering prudent solutions. Our strategies can be delivered in custom, separately-managed accounts, as well as traditional fund structures, to provide scale as necessary. We focus on careful risk management, capital efficiency, liquidity and cost reduction in each mandate, regardless of structure.
Private Credit Solutions
Long-term investors can add value to their portfolios by including an allocation to investment grade private credit that delivers enhanced yield, diversification and structural protection in exchange for reduced liquidity. Since 2017, we have been expanding LGIM’s global private credit platform within the infrastructure finance, corporate and alternative investment sectors and targeting the strong appetite for the asset class from US institutional investors.
We use our DB-thinking to create DC solutions by applying LDI/pension de-risking strategic thinking and approaches to DC plans. By applying a de-risking approach to retirement segments, we can provide the DC industry with institutional thinking that helps plan sponsors keep their participants’ retirement wealth funded while decumulating.
There is a broad spectrum of client goals related to ESG considerations. Our products and capabilities are designed to meet clients where they are, utilize our best thinking and embrace customized solutions. For example, clients are increasingly interested in investment solutions that reduce exposure to high carbon emission producing companies with minimal impact on risk and return characteristics.
Benefits of working with us
With a deep understanding of our clients’ objectives, we collaborate to design custom solutions backed by investment professionals.
By building teams of skilled professionals and focusing our capabilities around our strengths, we can help deliver investment performance that meets the needs of our clients.
Our focus is to deliver outcomes matching our clients’ objectives using our solutions-based approach. We use our investment experience in delivering innovative solutions that are tailored to our clients’ specifications.
Get in touch
71 South Wacker Drive
Chicago, IL 60606
Call us at 312.585.0300