CDI: considering it for your scheme?

As pension schemes mature, their investment strategies will need to evolve; the focus will shift from growing assets to paying benefits and so risk management and cashflow generation will become more important. 

Cashflow-Driven Investment, or CDI, is a way of matching assets to liabilities, whilst generating a modest level of growth. This may seem simple at first, but this is not the case. 

In this video, Ian Mills covers a number of key areas to help you navigate through these challenging areas: 

• What is a CDI strategy?
• When might it be appropriate for your scheme?
• What are the risks and challenges with a CDI strategy?