@AXA IM.
Liability-Driven Investment (LDI) and Cash-Driven Investment (CDI) solutions are often used when seeking specific investor outcomes while navigating various financial objectives and risk profiles. However, misconceptions surrounding LDI and CDI strategies could mean that some investors do not fully understand their unique characteristics and how they can be utilised to maximise potential returns.
While the two approaches share some similarities, it's vital to recognise their differences in order to improve effective investment decision-making. Bruno Bamberger, Co-Head of Fixed Income Investment Specialists, breaks down three key myths: first, that you can only use either an LDI or a CDI solution rather than a combination; second, that both strategies require the same skillsets; and third, that they are low maintenance portfolios.
Discover more about what AXA IM can offer investors looking to incorporate LDI and CDI strategies into their portfolios.
