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Effectus Capital Management

Institutional solution

Liability Driven Investment

Liability Driven Investment (LDI) solutions for institutional clients such as retirement funds, designed to match assets to the liabilities they must meet.

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An LDI portfolio starts from the client’s liabilities, for example a retirement fund’s obligations to its members, rather than from a market index. Our LDI solutions combine several asset classes with downside protection, aiming to keep the assets aligned with those liabilities.

We partner with MAC Capital Solutions to manage and deliver the expected return profile of the strategy. The portfolio managers are Aviraag Ramdhani and Simpiwe Mayekiso, and we manage our LDI solutions under our Category II discretionary licence. Mandate terms, objectives, fees and minimums are agreed with each client and are available on request.

Effectus is an FSCA-authorised Category II discretionary FSP (FSP 50016). This page is factual information, not advice. Product documents are available on request from our team .