Buy and maintain

A 'smart beta' strategy designed to meet client-specific yield, duration and credit quality objectives while maintaining portfolio credit quality and minimizing turnover and transaction costs.


Efficiency: a more efficient way to access fixed income market beta than a traditional index tracking approach.

Bottom-up fundamentally-driven analysis: provides the basis for long-term credit investing.

Fully diversified exposure with strict issuer and sector limits.

Robust process and risk controls: the strategy's managers follow an established investment process which is monitored and overseen by an independent risk team.

Experienced, well-resourced team: the strategy is managed by an experienced team with what we believe to be an excellent long-term track record, supported by a research team with substantial experience in investment grade corporate and securitized sectors. 


Call our team at
212 527 1800

Further reading

US Buy and Maintain Strategy

This is a "smart beta" strategy that employs specialist fixed income expertise to construct targeted fixed income market exposure to meet client specifications.

Strategy in Numbers

2009 flagship strategy launched

40 credit analysts

22years average industry experience of portfolio managers

$29.3bn Total strategy AUM

All data as of December 31, 2016. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. Figures above bars are shown in USD. FX rates as per WM Reuters 4pm Spot Rates for the end of each period. Reflects the AUM of Insight, the corporate brand for certain companies operated by Insight Investment Management Limited (IIML).

Insight includes, among others, Insight Investment Management (Global) Limited (IIMG), Pareto Investment Management Limited (PIML), Cutwater Asset Management Corp (CAMC), Cutwater Investor Services Corp (CISC) and Insight North America LLC (INA), each of which provides asset management services. Insight's assets under management are represented by the value of cash securities and other economic exposure managed for clients.

INA, CISC, CAMC and PIML each provide asset management services. INA, CISC and CAMC are investment advisers registered with the Securities and Exchange Commission (SEC) each with its principal place of business at 200 Park Avenue, New York, NY, 10166.  PIML is an investment adviser registered with the SEC and is authorised and regulated by the Financial Conduct Authority (no. 416024). Registered in England and Wales. Registered number: 03169281. Registered office: 160 Queen Victoria Street London EC4V 4LA, UK. INA, CISC and PIML are each is also registered with the CFTC as a Commodity Trading Advisor and Commodity Pool Operator and each is a member of the National Futures Association (NFA).  INA is registered as an investment adviser with the SEC and with the CFTC as a Commodity Trading Advisor and is a member of the NFA.All entities are wholly owned subsidiaries of the Bank of New York Mellon Corporation.