Liability Driven Investing

How are pension schemes in Europe and the US bringing pension scheme assets more closely in nature to their liabilities and what investment vehicles do we offer for liability driven investing?

Liability Driven Investing Brochure

We offer a broad range of pooled strategies that can help reduce funding risk and/or increase your investment returns relative to your liabilities.


Download Brochure

Approaches to Pension Risk Management in Europe and the US

In early to mid 2006, we conducted two pieces of major research in Europe, and then in the US, surveying leading Defined Benefit Pension Funds to assess how they are adapting their investment approaches to respond to the increased funding pressures and the sweeping regulatory and accounting changes affecting occupational pension funds in both markets.


Download Research

LDI - Remains on the table

Continued DB scheme closure, criticism of bond-focused strategies and the unsolved issue of longevity - is liability-driven investing failing to live up to expectations?

Originally produced in Professional Pensions 2007.


Download Article

LDI - What do schemes really want

J.P. Morgan Asset Management has recently conducted a major survey into trends and attitudes towards liability-driven investing (LDI) among more than 200 of Europe's leading pension funds - review the highlights of the findings.Originally produced in Professional Pensions 2007.


Download Article

J.P. Morgan Liability Driven Investment Survey 2006

In this piece of research, we have sought to gauge both the level of need and the level of demand for liability-driven investment solutions across Europe's key pension markets - looking primarily at the UK, the Netherlands, Sweden and Denmark.


Download Survey

J.P. Morgan Market Views
Keep up to date with the views and analysis on events across world financial markets from J.P. Morgan Asset Management's strategists David Shairp and Tom Elliott.