KPMG’s 2017 LDI Survey | KPMG | UK

KPMG’s 2017 LDI Survey

KPMG’s 2017 LDI Survey

KPMG's new LDI survey provides the most comprehensive review of the Liability Driven Investment (LDI) market as it stands today.

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We are proud to share the 2017 KPMG Liability Driven Investment (LDI) survey, which provides the most comprehensive review of the LDI market as it stands today.

Our survey finds that there appears to be no end to growth for LDI, a strategy that is all about efficiently controlling risks in pension schemes. In our 2017 survey we provide a snapshot of the rapidly growing industry and explore what LDI’s role is within investment strategy, the trends in the industry and the risks facing LDI managers.

The key highlights are as follows:

  • 1,808 pension schemes now use LDI as a part of their investment strategy – growth of 27% over the year;
  • There was £908 billion of exposure to LDI from UK pension schemes as at 31 December 2016, up from £739 billion in December 2015;
  • Innovation in LDI continues with the launch of funds combining LDI with equities or diversified growth funds;
  • Almost all LDI managers identified regulation as the most important issue facing the industry this year;
  • 80% of managers remain optimistic that most growth will come from new business in the next year.

For more information download our no end to growth in sight report (6.5MB).

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