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Liability Driven Investment Management

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Institutional Strategy > Fixed Income | Multi-Asset Class > 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

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
Co-Head of Global Investment Grade Fixed Income
22 Years of industry experience
22 Years with Neuberger Berman
Thomas A. Sontag
Head of Global Securitized & Structured Products
38 Years of industry experience
15 Years with Neuberger Berman
David M. Brown, CFA
Co-Head of Global Investment Grade Fixed Income
29 Years of industry experience
17 Years with Neuberger Berman