Dwight has been providing liability-specific investment solutions for over seven years to insurance companies with varied and changing liabilities. With approximately $20 billion under management in this context, we believe there are three primary components for successful LDI solutions. <more>

Dwight has been providing liability-specific investment solutions for over seven years to insurance companies with varied and changing liabilities. With approximately $20 billion under management in this context, we believe there are three primary components for successful LDI solutions.

Understanding Liabilities
The Pension Protection Act of 2006 and FASB Statement No. 158 mean there has never been a greater appreciation of future obligations than now. Our team includes three professionals with Fellow in the Society of Actuaries ("FSA") designations who bring specialized expertise to liability-specific fixed income solutions.

Establishing Expectations
Each Plan exhibits unique demographics and funding ratios. Each Plan Sponsor has different corporate profit expectations. As a result, there is no single right answer but rather a menu of alternative solutions that may be used to address long-term funding needs and limit short-term surplus volatility.

Meeting Goals
Together, Dwight's Investment and Client Portfolio Management Teams total over 50 professionals. Attention to multiple sources of return opportunities, a single focus on fixed income investments, and experience with liability-specific mandates enable us to be a highly effective resource.

We look forward to learning more about your needs and partnering with you to pursue the best possible LDI solution for your Plan.

Sincerely,

Greg Prisk

Executive Vice President
Fixed Income Strategist