Asset Dedication has been built around the institutional concept of liability driven investing (LDI). More specifically, the strategies are based on dedicated portfolio theory. We can engineer customized solutions for institutions looking for sophisticated liability driven investing (LDI) strategies and personal attention.
Our approach is ideal for entities with targeted cash flow needs including:
- Defined benefit plans
- Foundations
- Family offices
Our portfolio managers will work directly with your investement consultant or your investment committee to identify your core cash flow requirements and then engineer a portoflio of individual bonds to match those needs.
