Liability Driven Investing (LDI) for Beginners

As outlined in my first blog liability-driven investing (LDI) will play a critical role in the future as investment approaches continues to evolve.

The expectations are that LDI will increasingly be used for individual investors in the emergence of goal-based investment solutions.

LDI is widely used by institutional investors, such as insurance companies, Pension providers, and Endowments.

The attached document provides a definition and explanation for Asset/Liability Matching investing, which is essentially LDI.


I hope you find it useful.


Asset Liability Matching for Beginners


Please see my Disclosure Statement

3 thoughts on “Liability Driven Investing (LDI) for Beginners

  1. Pingback: More on Liability Driven Investing (LDI) for beginners | Kiwi Investor Blog

  2. Pingback: Shortcomings of Target Date and Life Cycle Funds | Kiwi Investor Blog

  3. Pingback: What matters for Retirement is Income not the value of Accumulated Wealth | Kiwi Investor Blog

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