Leith Wheeler has been managing liability driven mandates for over a decade and has significant investment and actuarial experience in-house. Working closely with actuaries and consultants, liability driven bond mandates are customized to the profile of the pension plan’s liabilities, using cash flows supplied by the actuary. Customized benchmarks are calculated monthly, and a liability focused report is prepared quarterly.
Some of the firm’s largest pension plan clients have liability driven mandates in place. We are able to provide duration matching portfolios with high levels of precision, while also customizing an appropriate level of credit risk to add some additional return over government bond portfolios.
We work closely with our clients to understand their funding pressures and liability constraints to help them to develop appropriate solutions.
Contact us to learn more about our Pension Plan Services:
Daren Atkinson, CFA
Vice President, Portfolio Manager
© 2017 Leith Wheeler Investment Counsel Ltd. All Rights Reserved.
Powered by SiteCMTM— web content management made easy by ideaLEVER Solutions.