We are specialists in active fixed income, liability-driven investments (LDI), multi-asset solutions and index strategies for the US institutional market
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
Active Fixed Income
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. excess returns relative to clients’ specified benchmarks in both good and bad
We are focused on designing and delivering customized Liability-Driven Investment (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.
The multi-asset team is 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.
We aim to provide clients with relevant flexible index solutions, which seek to minimize costs, maximize transparency, and mitigate risk. We structure our index funds to avoid certain conflicts of interest that exist for many of our competitors, partnering with unaffiliated service providers. We couple our focus on strong governance and transparency with our commitment to best-in-class investor stewardship.
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.
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.
Stewardship through action
As part of a global enterprise, we use our scale to strategically advocate for better governance to help reduce long-term risk. This means we engage with companies directly to promote corporate governance improvements and work with a host of capital market stakeholders to address areas that threaten market resiliency. Learn more about our approach to stewardship, its relevance to our clients and the results we have achieved.
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.