Liability Driven Investing (LDI)

As investment managers, it is important that we and our clients stay on top of recent trends that affect the global investment community.  One     concept that has been gaining momentum in response to the volatility in the equity markets coupled with record low interest rates is Liability Driven Investing, or LDI.  Our recent research and thoughts on Liability Driven Investing and the implications of implementing such a structure within the context of a pension plan can be viewed using the following link:

Liability Driven Investing (LDI)...

 Fund Fire

• On April 8, 2009 fixed income portfolio manager, Cody Barney, was quoted in Fundfire regarding the firms mortgage-backed securities strategy. The article was written by Jay Cooper and titled, "Consultants Focus on Fixed Income Managers.  To view the article you can sign up for a free trial on their website using the following link:

          FundFire Website...

 Pensions & Investments

• On May 4, 2009 Pensions & Investment magazine listed D.B. Fitzpatrick & Co., Inc. as one of the one-year return Top 10 managers with a gross return of 8.14 and a net return of 7.87.  To view the chart on their website select the following link: 

          Pensions & Investments Website...

 Wall Street Transcript

• On May 3, 2010 Dennis, Cody, and Brandon were quoted in an article published by Wall Street Transcript.  The article discussed high-quality fixed income and equity strategies.
• On July 27, 2009 Dennis and Cody  were quoted in an article published by Wall Street Transcript.  The article discussed current views of the market, performance relative to past market volatility and future expectations. 
  To view the articles use the following links:

         Wallstreet Transcript Article 0510...

         Wallstreet Transcript Article 0709...