In this blog, James Fermont discusses the latest liability-driven investment (LDI) pooled fund solutions helping small and medium-sized pension schemes to maximise liability hedging without sacrificing investment returns.
I am Gavin, Head of Investment Strategy at LCP and responsible for LCP’s approach to setting asset strategies for our clients.
I advise the pension schemes of several high-profile multi-national companies on all aspects of their investment arrangements. Typically these are larger schemes with multi-billion asset portfolios. For me good advice is about understanding the clients’ goals, making complex investment strategies easy to understand, and critically, delivering better risk-adjusted returns.
I am also an industry pioneer in advising on innovative risk management solutions utilising interest rate and equity derivatives (including implementing one of the first leveraged LDI strategies in 2007). This work has resulted in many of our clients’ pension schemes being extremely well-funded, with two of my clients having completed full buy-outs of all their liabilities.
I also lead LCP’s LDI and derivatives research team.
Gavin provides succinct, insightful and timely advice. He is hugely knowledgeable on investment matters.
Our latest thinking
In this video, Gavin Orpin discusses the new rules affecting all liability-driven investment (LDI) portfolios.
LCP has appointed Laun Middleton as a Partner within its investment consultancy.10 May 2017
Our new "test yourself" guide can help you to keep on top of your LDI portfolio given the introduction of new regulation.
How I can help
We help you make important investment decisions, and make sure that your investments are performing as you need them to.Discover more
We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.Discover more