Why the construction of a Cashflow Driven Investment strategy is key
Levers to pull to create a bespoke CDI portfolio
A CDI strategy offers institutional investors five potential benefits: capital growth, liquidity, hedging, sustainability, and risk reduction. So when constructing a CDI portfolio, investors are able to apply a range of levers that can be used to reshape portfolios to give more focus on one or more of these benefits.
Most institutional clients will want to tailor their CDI portfolio to meet their specific needs. Different approaches can produce remarkably different portfolios. That is why we work closely with our clients, and any advisors they may use, to understand the primary factors which determine the shape of a CDI portfolio.
Such considerations are wide ranging but…
