What is StocksPLUS LDI?

StocksPLUS LDI uses equity index derivatives, typically futures and swaps, to achieve non-leveraged passive stock market exposure. As equity index ownership using futures and swaps typically only requires a very modest initial cash outlay, PIMCO invests the remaining cash in an LDI portfolio designed to mimic the client’s liabilities.

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The above contains the current opinions of the manager and such opinions are subject to change without notice. The above has been published for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission.