Why TDAM for Asset Liability Management

TDAM has been successfully collaborating with consultants and their clients to implement various Asset Liability Management (ALM) philosophies and solutions for over 20 years. We help clients make the fundamental shift from tracking the market to active management relative to their liabilities.

Experience

We have assembled a cross-disciplined team of investment professionals well versed in both asset and liability subject matter expertise.

Broad opportunity set

We draw upon our full breadth of solutions spanning fixed income, equities, alternatives and derivatives.

Innovative analytics

We analyze risk and deliver innovative solutions using our robust suite of liability-driven investing tools.

Achieve your funding goals

Multi-Asset ALM

Take a holistic approach to achieve your plan's funding goals.

Structured Fixed Income

Meet your liability obligations with a highly customized solution.

Asset Overlay

Hedge your liability risk without sacrificing return.

Total Portfolio Services

Take control of your plan with completion management and glide path services.

TDAM's ALM Framework

A framework for making investment decisions that makes a fundamental shift from solely managing to market-based indices, to managing relative to a client's underlying benefit obligations.

  • Analyze & design. We will analyze your assets and liabilities to design a strategy that is realistic and fully tailored to your governance framework.
  • Execute & manage. We will execute your strategy and actively manage your program, dynamically adjusting for changes in the market and your plan.
  • Track & communicate. We will track your progress and clearly communicate your status on a regular basis, so that you can confidently achieve your funding goals with better control of your plan.

An integrated team of specialists

"Knowing our clients always comes first. As a trusted thought partner, we are relentless in seeking and meeting their unique objectives. It's an approach that is inspired by innovation, strengthen by expertise, and validated by results."
Michael Augustine
Managing Director, Lead Portfolio Manager for TDAM's ALM solutions & initiatives

Our ALM strategies are led by a skilled portfolio management team with extensive capital markets and actuarial experience. The team draws upon TDAM's deep and broad resources, including one of Canada's largest fixed income teams, innovative equity and derivatives solutions that can help manage risk, and real asset solutions that can provide attractive returns and enhance diversification.

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