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Home Fixed income investment strategies Liability Driven Investing

Liability Driven Investing (LDI)

Partnering with clients to develop LDI strategies that focus on allocating to risks that pay, while minimizing uncompensated risks, through a comprehensive suite of capabilities.

Strategy differentiators

  • Dedicated team of experienced LDI professionals with a history of partnering with clients to develop liability-oriented solutions, supported by a team of qualified actuaries.

  • Capabilities that span the full spectrum of LDI services, focused on delivering bespoke outcome-oriented solutions.

  • A transparent and clear investment process bolstered by a comprehensive risk management framework designed to help mitigate downside risk.

Striking the right balance with liability-driven investing

Learn more about LDI and the importance of understanding risk within a LDI strategy with Owais Rana.

2:28 minView video transcript

Portfolio management

Principal Fixed Income

A global platform of integrated and specialized teams focused on delivering innovative, actively managed total return and yield-oriented investment solutions through capabilities that span all major fixed income sectors.

Portfolio Manager
Tina Paris, CFA
22 years of experience
Portfolio Manager
Craig Dawson, CFA
25 years of experience
Learn more

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Past performance does not guarantee future results.

Fixed‐income investment options are subject to interest rate risk, and their value will decline as interest rates rise. Risk management techniques seek to mitigate or reduce risk but cannot remove it.

Investment guidelines are subject to change.

Principal Fixed Income is an investment team within Principal Global Investors.