--- title: THINKFOLIO for LDI description: THINKFOLIO for LDI image: https://www.thinkfolio.com/hubfs/THINKFOLIO/fractal%20glass/fractal-glass-2-30op.png --- # THINKFOLIO for LDI [**](https://www.linkedin.com/shareArticle?mini=true&url=https://www.thinkfolio.com/blog-and-guides/thinkfolio-for-ldi&title=&summary=&source=) [**](https://twitter.com/intent/tweet?text=https://www.thinkfolio.com/blog-and-guides/thinkfolio-for-ldi) [**](https://www.facebook.com/sharer/sharer.php?u=https://www.thinkfolio.com/blog-and-guides/thinkfolio-for-ldi) Thinkfolio supports LDI portfolio managers and pension CIO teams with front-office workflows for liability-aware portfolio management, hedge exposure monitoring, scenario modelling, rebalancing and trade implementation. Built for pension and LDI teams, Thinkfolio provides clear views across assets, hedges, collateral and liquidity. Users can monitor interest-rate and inflation exposure, assess hedge ratios, model de-risking actions and evidence a repeatable investment process across schemes, sleeves and client mandates. Thinkfolio combines market reference data, pricing and portfolio data with scheme-specific inputs, proprietary manager data, hedge targets, trigger levels and user-defined classifications. Custom calculations and look-through analytics help teams understand true exposure across physical bonds, pooled funds, overlays, swaps and repo positions. Native analytics support LDI decision-making across duration, key-rate duration, DV01, inflation exposure, carry, roll-down and maturity bucket views. Scenario modelling enables users to assess the impact of rate moves, inflation shocks, collateral calls and liquidity stress before rebalancing or executing trades. Trade-cycle workflows connect analysis to action through modelling, approval, routing and execution. STP automation, broker restrictions and EMS / FIX connectivity help reduce manual process, improve auditability and support scalable LDI operations across multiple schemes. ### Key capabilities - **SCHEME-AWARE DATA** Market reference data, pricing and portfolio data combined with scheme-specific inputs, liability measures, hedge targets, trigger levels and proprietary manager data. - **USER-DEFINED CLASSIFICATIONS** Configurable classifications across scheme, portfolio, sleeve, client mandate, maturity bucket, curve point, instrument type, collateral source and hedge objective. - **LDI EXPOSURE VIEWS** Views of interest-rate and inflation exposure across physical bonds, government bonds, inflation-linked bonds, swaps, repos, pooled funds and derivative overlays. - **LOOK-THROUGH ANALYTICS** Look-through across sleeves, pooled funds, overlays and underlying holdings to identify true hedge coverage, asset exposure and liquidity position. - **NATIVE LDI ANALYTICS** Analytics including duration, key-rate duration, DV01, inflation exposure, maturity profile, carry and roll-down where configured. - **HEDGING AND REBALANCING** What-if modelling for hedge adjustments, de-risking events, transition activity, cash-neutral changes and collateral-aware rebalancing. - **TRIGGER-DRIVEN WORKFLOWS** Support for rebalancing workflows based on hedge ratio bands, funding-level triggers, yield triggers, collateral thresholds and liquidity buffers. - **COLLATERAL AND LIQUIDITY** Visibility into collateral usage, liquidity sources and buffers, with scenario-driven planning for margin calls and collateral movements. - **EXECUTION CONNECTIVITY** Trade-cycle workflows from idea to model, approve and route, with broker restrictions, approved counterparty controls, STP automation and EMS / FIX connectivity where configured. ## Related Articles 25 June 2026 THINKFOLIO for Credit [ Read More ](https://www.thinkfolio.com/blog-and-guides/thinkfolio-for-credit) 25 May 2026 FX rollover management: they see me rollin' they hatin' [ Read More ](https://www.thinkfolio.com/blog-and-guides/fx-rollover-management-they-see-me-rollin-they-hatin) 20 May 2026 THINKFOLIO for Loans [ Read More ](https://www.thinkfolio.com/blog-and-guides/thinkfolio-for-loans) 18 May 2026 THINKFOLIO for Traders [ Read More ](https://www.thinkfolio.com/blog-and-guides/thinkfolio-for-traders) 12 May 2026 THINKFOLIO for Funds [ Read More ](https://www.thinkfolio.com/blog-and-guides/thinkfolio-for-funds) 4 May 2026 THINKFOLIO for Compliance Officers [ Read More ](https://www.thinkfolio.com/blog-and-guides/thinkfolio-for-compliance-officers) 20 April 2026 THINKFOLIO for Money Markets [ Read More ](https://www.thinkfolio.com/blog-and-guides/thinkfolio-for-money-markets) 20 April 2026 THINKFOLIO for OTC’s [ Read More ](https://www.thinkfolio.com/blog-and-guides/thinkfolio-for-otcs) ## See THINKFOLIO in Action Join leading portfolio managers who are using decision infrastructure to navigate complexity and generate alpha. [![Book a Demo](https://no-cache.hubspot.com/cta/default/533853/interactive-216564772717.png) ](https://www.thinkfolio.com/hs/cta/wi/redirect?encryptedPayload=AVxigLKQuW2xvZJfIZECnyZt4Oyf7YWH%2Fn65T9YLzEs01mrMvm6Ffd212R13VPY2sTfJXVAiRA5GY%2FnYjOsZAEyVaH6YWiYwSn1%2BwPZrNv5qgRSgGcQgmyK6Ao4XoVvVWuDc27KRP%2Bgf1cRBqNWodqKUX43jpFbmE15LJnNiiRdB2BGjvDKbJz3Pjdr7&webInteractiveContentId=216564772717&portalId=533853) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Thinkfolio", "url" : "https://www.thinkfolio.com/blog-and-guides/author/thinkfolio" }, "dateModified" : "2026-07-08T13:42:06.548Z", "datePublished" : "2026-02-20T15:45:00.000Z", "headline" : "THINKFOLIO for LDI", "image" : [ "https://www.thinkfolio.com/hubfs/THINKFOLIO/fractal%20glass/fractal-glass-2-30op.png" ], "mainEntityOfPage" : { "@id" : "https://www.thinkfolio.com/blog-and-guides/thinkfolio-for-ldi", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.thinkfolio.com/hubfs/THINKFOLIO/logos/logo-fffx.svg" }, "name" : "Gresham" } } ```