Dwight’s liability driven investment strategy is designed to align every portfolio with the unique liability profile of each client’s plan. The Quantitative Analysis Team begins the process by analyzing a plan’s projected liabilities and return assumptions. The team then builds a custom benchmark for each portfolio and matches assets to the term structure of the plan’s liabilities. Yield curve exposure is aligned with the goal of minimizing the volatility of the funded status, while also positioning the portfolio to meet short-term liquidity needs.
To learn more about Dwight’s liability driven investment services, please contact us.
Lisa Trubiano, CFA
Head of Consultant Relations
Lisa leads Dwight’s Consultant Relations Team and is responsible for marketing the firm’s investment capabilities to institutional investment consulting firms. Prior to joining Dwight in 2006, she was a new business development and client service officer for The Boston Company. Previously, she served as Consultant Relations Manager for Putnam Investments and Senior Marketing Consultant for John Hancock Financial Services. Lisa is a member of the Boston Security Analysts Society and the Vermont CFA Society. She earned her MBA from Babson College, M.Ed. from Boston University, and BS from Ithaca College. Lisa has 24 years of industry experience.
Anicia Mendez
Consultant Relations
Anicia is responsible for marketing Dwight’s investment capabilities to institutional investment consulting firms. Prior to joining Dwight in 2005, she was Director of Fixed Income Marketing for Roxbury Capital Management. Previously, she directed Western Region institutional marketing and consulting relations efforts for Metropolitan West Asset Management. She earned her MBA and BA from the University of California, Los Angeles. Anicia has 11 years of industry experience.
