Investments
Fiduciary Management / OCIO
For 15 years, Mercer has provided fiduciary management services to a range of institutional investors – from pension schemes to endowments, foundations, insurers…
Cashflow driven investment (CDI): A timely opportunity for Defined Benefit pensions
Following the gilt market turmoil in 2022, many DB schemes are now sufficiently well-funded to reduce risk through cashflow driven investing (CDI). The approach focuses on the first principle of paying pension benefits, can result in greater funding level stability and often utilises less leverage in hedging residual liability risks.
Cashflow-driven investment: a timely opportunity for Defined Benefit pensions
Download our report to find out what CDI is and why now is an attractive time for CDI.
If you want to find out more about CDI and whether this is appropriate for your scheme, please contact us.
About the author(s)
James Brundrett
- Head of UK Investment Intellectual Capital
Nathan Baker
- UK Head of Investment Strategy
Adam Lane
- Investment Consultant
James Lewis
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We can help you analyse your investment risk framework and portfolio performance to help you understand your portfolio's potential to adapt to market challenges. -
Investments
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We can help you build a robust, efficient and effective governance and due diligence frameworks that are designed to position portfolios for resilience and success.
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