NISA Connect, LLC (branded as reddi) is a new technology affiliate of NISA Investment Advisors, LLC, a leader in customized, risk-controlled investment strategies for institutional clients and a pioneer of Liability Driven Investing (“LDI”). As a patented de novo system (#11922504), reddi can help advisors offer institutional LDI adapted for individuals as a portfolio management service. Embedded within an advisor’s tech stack as a cloud-native module, reddi helps advisors construct and monitor fixed-income portfolios designed to drawdown precisely according to an advisor-directed payout schedule consistent with client needs. With reddi, advisors can accomplish this by immunizing and self-insuring the portfolio via surplus optimization within a fully liquid and transparent discretionary account. An investment portfolio utilizing reddi seeks the highest possible return under the constraint of scheduled payout certainty, essentially replicating the general account of an insurer with the advisor-directed schedule of payouts being its only liability. We call this innovative approach Income-Driven™ Investing or “IDI” giving a nod to its institutional cousin, LDI.

NISA Connect | reddi

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