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Delivering Customized Dynamic Liability-Driven Investing Solutions

We provide provides customized investment solutions for pension plans seeking to increase their funded status and reduce risk.

Customized Dynamic LDI


For institutional investors

We design customized institutional investment solutions that help pension plan clients achieve their goals by utilizing our long-standing experience in liability-driven asset allocation with the ability to evolve with funded status.

Liability-Driven Investing fact sheet  (pdf)

The Liability-Driven Investing team

Craig Stapleton portrait

Craig Stapleton, CFA, FRM

Vice President & Portfolio Manager

Jeremy Gogos, portrait

Jeremy Gogos, Ph.D., CFA

Portfolio Manager

Merlin Erickson, portrait

Merlin Erickson

Vice President & Portfolio Manager

Michael Anderson, portrait

Michael Anderson, CFA

Portfolio Manager

Learn more about our Liability-Driven Solutions

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