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
Thomas A. Sontag
Senior Portfolio Manager
David M. Brown, CFA
Senior Portfolio Manager
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
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Multi-Sector Investing at Neuberger Berman
Our philosophy with respect to multi-sector investing is really simple, bring the best people in fixed income together in single portfolios.