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Five common myths of Cashflow Driven Investment (CDI)

Five common myths of CDI

We set out and discuss five common misconceptions about the Cash Driven Investment approach.

Patrick Race

Partner, Investment Advisory

KPMG in the UK


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Five common myths of Cashflow Driven Investment

We have been presenting the Cashflow Driven Investment (CDI) solution to our trustee and corporate clients for a few years now and it has become a well-established investment strategy for pension funds.

As a reminder, CDI involves constructing a portfolio of various flavours of credit assets combined with a closely integrated Liability Driven Investment (LDI) strategy. We continue to believe there is often a strong case for adopting either a full CDI strategy or significant elements of a CDI strategy for many pension schemes. However, some misconceptions remain around this solution.

In our paper, we set out and discuss five myths about the approach we believe contributs significantly to misconceptions about the wider role for CDI across many pension schemes.

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