Assisted Search: Liability Driven Investments (LDI) – Deadline: Tuesday 15th August

A UK investment consultant is using CAMRADATA to run an Assisted Search to look for LDI strategies to review and potentially allocate to accordingly across their DB Pension Fund clients.  All funds being proposed must be listed in CAMRADATA Live, and returns must be up to date.  The criteria is as follows:

Please note: WE NO LONGER ACCEPT QUESTIONS OVER EMAIL. Please post any questions regarding this search onto the CAMRADATA Live ‘Assisted Searches Forum’ and we will endeavour to answer these as quickly as possible.

Asset ClassLiability Driven Investments (LDI)
DeadlineTuesday 15th August
Management ApproachActive or Passive
Geographical FocusUK
BenchmarkMust have the ability to manage to a custom benchmark (provided by the Investment Advisor)
StructureMust be a separate account
Size of Potential Mandate£500 million with leverage to achieve desired market exposure of £1 billion
Additional InformationPlease provide any additional information regarding your investment process for both active and passive LDI
strategies which may not be detailed in CAMRADATA.  Please provide details of your price point for your active and passive offerings. 

Please submit relevant vehicle(s) to

Best regards