CDI EXPLORER - NEW MODEL DEVELOPED WITH MOMENTUM INVESTMENT SOLUTIONS & CONSULTING!

Have you been following the CDI debate or looking at alternatives to Gilts based funding measures?

Moving away from traditional actuarial valuations and focusing explicitly on a pension scheme’s ability to meet its cashflow requirements can lead to some interesting observations...  

Working with Momentum ISC, we have developed an interactive cashflow modelling tool to help sponsors and trustees understand the fundamental risks they are running.   

The tool has significant flexibility, and the graphical output is powerfully simple, helping their clients to visualise the impact of different strategies under a range of scenarios.  

A key innovation has been including ALL assets, not simply asset classes delivering contractual cashflows that you might typically see in a CDI context.  This bridges the gap for clients who cannot yet afford to adopt a low risk cashflow matching approach...

Contact us or Peter Hall at Momentum ISC to see this analysis for your scheme and start your CDI journey!