Member-Driven Investing (MDI) Strategy

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Our Member-Driven Investing (MDI) strategy is our application of a Total Portfolio Approach, which emphasizes an integrated approach to investing in which management and the Board work toward shared stakeholder objectives, namely preserving the fully funded status of the Plan over the long term. Our investment strategy involves hedging our liabilities to the extent possible, harvesting a diversified set of risk premia, adding value in asset classes where we have a competitive advantage, and implementing cost-effective risk-mitigation strategies. We construct our portfolio to be resilient to different economic and market environments. This helps our Plan weather market volatility while also delivering attractive returns in good times.

Assets and Liabilities