Investment Strategies
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Liability Driven Investment Management
Liability Driven Investment Management
A comprehensive suite of solutions including a review of liabilities, the creation of a customized benchmark and the transition to an LDI strategy
- Custom approach designed to meet client-specific needs
- We establish a partnership with all relevant parties to develop the appropriate implementation strategy and portfolio risk profile based on liability analysis as well as plan design
- Credit research process includes tail risk management
- Extensive experience in managing LDI portfolios since 1981
- Proprietary cash flow-based risk exposure framework
Thanos Bardas, PhD
Senior Portfolio Manager and Global Co-Head of Investment Grade
David M. Brown, CFA
Senior Portfolio Manager and Global Co-Head of Investment Grade
Jose A. Pluto, CFA
Jason W. Smith
Overview
Investment Philosophy
Three questions drive our investing framework, enabling us to exploit mispricing opportunities with conviction
- What is the market's expectation? Market's risk/reward tradeoff as expressed in asset's price
- Where do we have investment insight? Our differentiated view and the implications for the asset's price
- How confident are we on our views? Our conviction level
Investment Process
A highly customized investment process designed to meet individual client-specific needs
Management
Thanos Bardas, PhD
Senior Portfolio Manager and Global Co-Head of Investment Grade
27
Years of Industry Experience
27
Years with Neuberger Berman
David M. Brown, CFA
Senior Portfolio Manager and Global Co-Head of Investment Grade
34
Years of Industry Experience
22
Years with Neuberger Berman
Jose A. Pluto, CFA
Portfolio Manager
26
Years of Industry Experience
4
Years with Neuberger Berman
Jason W. Smith
Senior Portfolio Manager
27
Years with Neuberger Berman