Services

Enduring Investments is an investment adviser that focuses on providing innovative solutions to specific inflation challenges.

For example, Enduring Investments specializes in managing assets to customized mandates such as these:

• A post-retirement medical (OPEB) plan may be interested in making its asset mix more responsive not to general inflation, but to medical care inflation specifically.
• Educational endowments are mandated to provide educational services over time; thus, they have a natural exposure to education inflation.
• Some investors desire exposure to inflation in markets that do not offer inflation-linked bonds, or where such bonds are exorbitantly expensive.

In some cases, the benefits of such strategies go beyond plan-level risk-reward optimization. Such an investment may benefit the investor or plan sponsor by decreasing overall enterprise volatility, since assets and liabilities are more closely matched, and/or by permitting the implementation of a stable plan to defease an underfunded liability that becomes immunized by this asset. Both the decrease in enterprise volatility and the decision to defease an underfunded liability may increase firm value.