Liability Driven Investments

Summary:

Given the 20 year or longer liabilities of pension funds, Liability Driven Investments ( LDI ) are playing an increasing role with long term investors.

This article by Standard Life describes the drivers of LDI and links the time-span for planning to different investor group and sources of value creation.

Given the absolute pension liabilities and the 20 year + time span for planning, pension funds will continue to grow increasingly active in managing their investment if they are to meet their long term liabilities to pension beneficiaries.

The best way for indexed pension funds to increase their portfolio returns is to be active NOT passive owners and ensure Boards and CEOs are held accountable at the correct Level of Work and compensated accordingly.

 

Major organizations and consulting firms that provide Requisite Organization-based services

A global association of academics, managers, and consultants that focuses on spreading RO implementation practices and encouraging their use
Dr. Gerry Kraines, the firms principal, combines Harry Levinson's leadership frameworks with Elliott Jaques's Requisite Organization. He worked closely with Jaques over many years, has trained more managers in these methods than anyone else in the field, and has developed a comprehensive RO-based software for client firms.
Ron Capelle is unique in his multiple professional certifications, his implementation of RO concepts through well designed organization development methods, and his research documenting the effectiveness of his firm's interventions
Former RO-experienced CEO, Ron Harding, provides coaching to CEOs of start-ups and small and medium-size companies that are exploring their own use of RO concepts.  His role is limited, temporary and coordinated with the RO-based consultant working with the organization
Founded by Gillian Stamp, one of Jaques's colleagues at Brunel, the firm modified Jaques;s work-levels, developed the Career Path Appreciation method, and has grown to several hundred certified assessors in aligned consulting firms world-wide recently expanding to include organization design
Requisite Organization International Institute distributes Elliott Jaques's books, papers, and videos and provides RO-based training to client organizations