Liability driven investment (LDI)
£61.6bn
Liabilities hedged
518
Clients*
22
Investment professionals*
* Source: Columbia Threadneedle Investments, data as at 31 March 2026.
LDI is a popular and core risk management tool for pension schemes and insurance companies. Over the last twenty years it has proven to be a successful strategy for reducing risk and funding level volatility. The market has evolved over the years with our capabilities remaining at the forefront of these developments. We are an innovative, award winning LDI manager with over 500 clients* offering the full range of liability management and balance sheet solutions.
Why choose Columbia Threadneedle Investments for LDI?
Our history
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2019
LDI is about putting a scheme’s liabilities at the heart of its investment strategy, in order to minimise adverse movements in the funding ratio.
Low governance solutions
We seek to do as much of the heavy lifting for clients as possible, supporting them in every aspect of their hedging strategy. Our extensive range of implementation services include collateral waterfall management, trigger monitoring, full integration of credit and LDI, cashflow management and asset allocation rebalancing.
LDI strategies
We offer the full range of LDI strategies and place great emphasis on innovation, having been first to market with a significant number of hedging strategies. Our experienced team considers each client and their requirements individually and is able to design tailored hedging solutions with an emphasis on flexibility and effectiveness as well as striking the appropriate balance between accuracy, governance and cost.
Extensive range of pooled funds spanning traditional LDI, growth plus LDI, passive and dynamic investment strategies
Sterling and Euro LDI solutions
Full liability modelling and solution design capability
Segregated, fund-of-one and pooled fund LDI solutions
Derivative solutions expertise including equity and credit derivatives, options and FX hedging
Passive funds to provide a low cost, flexible approach to hedging a scheme’s liabilities
Full service portfolios to minimise client governance
Insights
Trustee Training Programme
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About us
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
Our funds
Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.
Investment strategies
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.
